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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 | $74,540 | $71,208+4.7% | $93,681-20.4% | $80,911-7.9% |
| Participation rate | 46.0% | 60.4%-14.4pp | 68.7%-22.7pp | 67.6%-21.6pp |
| Annual return | 10.09% | 11.27%-1.2pp | 133.47%-123.4pp | 35.63%-25.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,616 | $4,035+39.2% | $4,415+27.2% | $4,297+30.7% |
| Admin fee / account holder | $6,227 | $6,951-10.4% | $8,290-24.9% | $6,935-10.2% |