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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 | $75,130 | $67,602+11.1% | $82,312-8.7% | $70,126+7.1% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 15.42% | 21.57%-6.1pp | 25.88%-10.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,572 | $2,987+19.6% | $3,706-3.6% | $3,332+7.2% |
| Admin fee / account holder | $6,196 | $4,512+37.3% | $5,608+10.5% | $4,645+33.4% |