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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 | $49,267 | $71,215-30.8% | $93,696-47.4% | $80,935-39.1% |
| Participation rate | 65.8% | 60.4%+5.4pp | 68.7%-3.0pp | 67.7%-1.9pp |
| Annual return | 12.05% | 11.27%+0.8pp | 133.74%-121.7pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,111 | $4,037-22.9% | $4,417-29.6% | $4,299-27.6% |
| Admin fee / account holder | $666 | $6,958-90.4% | $8,287-92.0% | $6,924-90.4% |