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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 | $66,172 | $72,486-8.7% | $87,103-24.0% | $72,976-9.3% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.9%-12.8pp | 69.5%-5.4pp |
| Annual return | 24.58% | 24.46%+0.1pp | 28.19%-3.6pp | 81.02%-56.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,361 | $3,270+64.0% | $4,049+32.4% | $3,608+48.6% |
| Admin fee / account holder | $1,831 | $5,055-63.8% | $7,491-75.6% | $5,124-64.3% |