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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 | $84,728 | $78,670+7.7% | $109,173-22.4% | $85,847-1.3% |
| Participation rate | 48.8% | 68.3%-19.5pp | 75.9%-27.1pp | 69.3%-20.5pp |
| Annual return | 15.39% | 25.09%-9.7pp | 25.75%-10.4pp | 318.61%-303.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,241 | $3,467-6.5% | $4,654-30.4% | $3,952-18.0% |
| Admin fee / account holder | $458 | $5,469-91.6% | $6,755-93.2% | $6,261-92.7% |