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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 | $63,658 | $60,349+5.5% | $74,184-14.2% | $62,881+1.2% |
| Participation rate | 55.2% | 72.7%-17.6pp | 76.6%-21.4pp | 69.3%-14.1pp |
| Annual return | 6.34% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,631 | $2,856+27.1% | $3,550+2.3% | $3,203+13.4% |
| Admin fee / account holder | $12,332 | $4,261+189.4% | $5,586+120.8% | $4,296+187.1% |