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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 | $77,210 | $61,605+25.3% | $112,273-31.2% | $75,173+2.7% |
| Participation rate | 15.4% | 61.7%-46.3pp | 72.4%-57.1pp | 67.2%-51.8pp |
| Annual return | 20.26% | 28.47%-8.2pp | 30.23%-10.0pp | 160.72%-140.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,612 | $3,108-15.9% | $4,800-45.6% | $4,126-36.7% |
| Admin fee / account holder | $13,425 | $4,862+176.1% | $7,752+73.2% | $5,651+137.6% |