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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 | $43,147 | $47,848-9.8% | $81,473-47.0% | $70,126-38.5% |
| Participation rate | 64.1% | 58.3%+5.8pp | 68.0%-3.9pp | 69.5%-5.5pp |
| Annual return | 15.67% | 27.25%-11.6pp | 38.78%-23.1pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,921 | $2,453+19.1% | $3,537-17.4% | $3,332-12.3% |
| Admin fee / account holder | $676 | $3,145-78.5% | $4,561-85.2% | $4,645-85.5% |