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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 | $33,790 | $81,457-58.5% | $103,378-67.3% | $80,911-58.2% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 14.26% | 25.58%-11.3pp | 24.91%-10.6pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,688 | $3,871-4.7% | $5,058-27.1% | $4,297-14.2% |
| Admin fee / account holder | $987 | $6,717-85.3% | $8,401-88.2% | $6,935-85.8% |