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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 | $70,776 | $54,541+29.8% | $78,778-10.2% | $70,126+0.9% |
| Participation rate | 33.7% | 60.8%-27.1pp | 69.2%-35.5pp | 69.5%-35.8pp |
| Annual return | 14.48% | 21.07%-6.6pp | 35.62%-21.1pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,044 | $2,210-52.8% | $2,958-64.7% | $3,332-68.7% |
| Admin fee / account holder | $3,582 | $3,709-3.4% | $5,134-30.2% | $4,645-22.9% |