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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 | $83,477 | $136,860-39.0% | $120,344-30.6% | $154,746-46.1% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 15.72% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,542 | $5,793+12.9% | $5,135+27.4% | $6,730-2.8% |
| Admin fee / account holder | $2,768 | $15,393-82.0% | $12,742-78.3% | $14,365-80.7% |