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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 | $83,098 | $73,787+12.6% | $98,716-15.8% | $82,448+0.8% |
| Participation rate | 43.9% | 61.4%-17.5pp | 69.3%-25.4pp | 68.1%-24.2pp |
| Annual return | 15.79% | 18.57%-2.8pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,541 | $3,081-17.5% | $4,048-37.2% | $4,139-38.6% |
| Admin fee / account holder | $7,481 | $6,500+15.1% | $8,703-14.0% | $7,234+3.4% |