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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 | $71,874 | $78,707-8.7% | $117,861-39.0% | $70,126+2.5% |
| Participation rate | 57.9% | 73.2%-15.3pp | 79.7%-21.8pp | 69.5%-11.6pp |
| Annual return | 22.25% | 23.30%-1.1pp | 335.11%-312.9pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,326 | $3,297+0.9% | $4,482-25.8% | $3,332-0.2% |
| Admin fee / account holder | $862 | $5,066-83.0% | $8,021-89.3% | $4,645-81.5% |