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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 | $29,461 | $76,551-61.5% | $123,894-76.2% | $62,881-53.1% |
| Participation rate | 67.7% | 73.0%-5.2pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 23.39% | 18.68%+4.7pp | 47.52%-24.1pp | 20.14%+3.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,490 | $4,840-27.9% | $5,984-41.7% | $3,203+9.0% |
| Admin fee / account holder | $430 | $4,826-91.1% | $8,357-94.9% | $4,296-90.0% |