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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 | $59,440+29.7% | $78,004-1.2% | $82,637-6.7% |
| Participation rate | 33.9% | 62.8%-28.9pp | 69.4%-35.5pp | 68.1%-34.1pp |
| Annual return | 15.75% | 40.24%-24.5pp | 31.07%-15.3pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,741 | $3,138+19.2% | $4,092-8.6% | $4,126-9.3% |
| Admin fee / account holder | $1,326 | $5,504-75.9% | $7,578-82.5% | $7,339-81.9% |