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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 | $77,574-25.0% | $108,753-46.5% | $86,983-33.1% |
| Participation rate | 68.5% | 62.3%+6.2pp | 71.1%-2.6pp | 69.5%-1.0pp |
| Annual return | 15.69% | 18.42%-2.7pp | 37.47%-21.8pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,233 | $3,128+3.4% | $4,115-21.4% | $4,194-22.9% |
| Admin fee / account holder | $718 | $6,529-89.0% | $10,320-93.0% | $7,856-90.9% |