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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 | $72,208 | $56,110+28.7% | $94,993-24.0% | $70,126+3.0% |
| Participation rate | 60.9% | 65.0%-4.1pp | 73.9%-13.0pp | 69.5%-8.7pp |
| Annual return | 17.30% | 51.02%-33.7pp | 27.14%-9.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,523 | $2,391+47.3% | $3,317+6.2% | $3,332+5.7% |
| Admin fee / account holder | $2,670 | $3,456-22.7% | $4,960-46.2% | $4,645-42.5% |