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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 | $83,898-25.6% | $133,346-53.2% | $94,015-33.6% |
| Participation rate | 42.9% | 63.4%-20.5pp | 72.8%-30.0pp | 70.8%-28.0pp |
| Annual return | 16.08% | 16.00%+0.1pp | 36.85%-20.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,077 | $3,245+25.7% | $4,332-5.9% | $4,249-4.1% |
| Admin fee / account holder | $2,399 | $7,809-69.3% | $14,264-83.2% | $8,951-73.2% |