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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 | $79,472 | $71,230+11.6% | $93,727-15.2% | $80,959-1.8% |
| Participation rate | 27.0% | 60.4%-33.4pp | 68.7%-41.7pp | 67.7%-40.6pp |
| Annual return | 38.29% | 11.26%+27.0pp | 133.83%-95.5pp | 35.67%+2.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,024 | $4,037-0.3% | $4,417-8.9% | $4,300-6.4% |
| Admin fee / account holder | $1,009 | $6,961-85.5% | $8,292-87.8% | $6,925-85.4% |