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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 | $83,898-30.6% | $133,346-56.3% | $94,015-38.1% |
| Participation rate | 68.5% | 63.4%+5.1pp | 72.8%-4.4pp | 70.8%-2.3pp |
| Annual return | 15.69% | 16.00%-0.3pp | 36.85%-21.2pp | 17.84%-2.2pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,233 | $3,245-0.4% | $4,332-25.4% | $4,249-23.9% |
| Admin fee / account holder | $718 | $7,809-90.8% | $14,264-95.0% | $8,951-92.0% |