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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 | $68,921 | $63,365+8.8% | $91,994-25.1% | $72,975-5.6% |
| Participation rate | 49.0% | 72.5%-23.5pp | 78.6%-29.6pp | 69.5%-20.5pp |
| Annual return | 20.19% | 35.35%-15.2pp | 69.04%-48.9pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,359 | $4,883-31.2% | $5,924-43.3% | $3,608-6.9% |
| Admin fee / account holder | $6,681 | $4,670+43.1% | $7,744-13.7% | $5,124+30.4% |