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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 | $75,704 | $67,606+12.0% | $82,313-8.0% | $70,131+7.9% |
| Participation rate | 41.2% | 72.8%-31.6pp | 76.9%-35.7pp | 69.5%-28.4pp |
| Annual return | 16.17% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,475 | $2,987-17.2% | $3,706-33.2% | $3,332-25.7% |
| Admin fee / account holder | $3,230 | $4,512-28.4% | $5,608-42.4% | $4,645-30.5% |