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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 | $59,477 | $58,493+1.7% | $84,023-29.2% | $72,976-18.5% |
| Participation rate | 29.3% | 61.2%-32.0pp | 69.0%-39.8pp | 69.5%-40.2pp |
| Annual return | 25.14% | 28.93%-3.8pp | 71.32%-46.2pp | 81.02%-55.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,322 | $2,394-44.8% | $3,239-59.2% | $3,608-63.4% |
| Admin fee / account holder | $2,105 | $4,569-53.9% | $6,102-65.5% | $5,124-58.9% |