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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 | $58,214 | $73,787-21.1% | $98,716-41.0% | $82,448-29.4% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.3%-0.8pp | 68.1%+0.4pp |
| Annual return | 15.69% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,233 | $3,081+4.9% | $4,048-20.1% | $4,139-21.9% |
| Admin fee / account holder | $718 | $6,500-89.0% | $8,703-91.7% | $7,234-90.1% |