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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,894 | $68,878+16.0% | $120,574-33.7% | $80,935-1.3% |
| Participation rate | 32.3% | 61.7%-29.4pp | 71.9%-39.7pp | 67.7%-35.4pp |
| Annual return | 26.61% | 23.67%+2.9pp | 107.42%-80.8pp | 35.66%-9.0pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,403 | $3,189-56.0% | $4,996-71.9% | $4,299-67.4% |
| Admin fee / account holder | $546 | $5,782-90.6% | $9,445-94.2% | $6,924-92.1% |