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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 | $71,342 | $58,493+22.0% | $84,023-15.1% | $72,976-2.2% |
| Participation rate | 38.3% | 61.2%-23.0pp | 69.0%-30.7pp | 69.5%-31.2pp |
| Annual return | 16.99% | 28.93%-11.9pp | 71.32%-54.3pp | 81.02%-64.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,417 | $2,394+1.0% | $3,239-25.4% | $3,608-33.0% |
| Admin fee / account holder | $325 | $4,569-92.9% | $6,102-94.7% | $5,124-93.7% |