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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 | $62,403 | $76,834-18.8% | $108,359-42.4% | $87,485-28.7% |
| Participation rate | 42.9% | 61.7%-18.9pp | 70.1%-27.3pp | 68.9%-26.1pp |
| Annual return | 16.08% | 19.09%-3.0pp | 36.89%-20.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,077 | $3,100+31.5% | $4,137-1.4% | $4,274-4.6% |
| Admin fee / account holder | $2,399 | $6,537-63.3% | $9,741-75.4% | $7,775-69.2% |