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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 | $42,333 | $86,940-51.3% | $102,434-58.7% | $80,935-47.7% |
| Participation rate | 68.9% | 72.4%-3.5pp | 76.5%-7.7pp | 67.7%+1.2pp |
| Annual return | 11.79% | 18.89%-7.1pp | 29.46%-17.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,538 | $4,121+58.6% | $5,055+29.3% | $4,299+52.1% |
| Admin fee / account holder | $10,947 | $8,047+36.0% | $9,462+15.7% | $6,924+58.1% |