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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 | $77,085 | $58,627+31.5% | $76,735+0.5% | $82,448-6.5% |
| Participation rate | 33.9% | 63.2%-29.3pp | 69.5%-35.6pp | 68.1%-34.1pp |
| Annual return | 15.75% | 39.10%-23.4pp | 29.77%-14.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,741 | $3,134+19.4% | $4,088-8.5% | $4,139-9.6% |
| Admin fee / account holder | $1,326 | $5,323-75.1% | $7,189-81.6% | $7,234-81.7% |