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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 | $72,061 | $109,620-34.3% | $148,496-51.5% | $94,015-23.4% |
| Participation rate | 26.5% | 71.3%-44.8pp | 76.0%-49.6pp | 70.8%-44.4pp |
| Annual return | 22.55% | 17.54%+5.0pp | 12.33%+10.2pp | 17.84%+4.7pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,119 | $3,831-44.7% | $4,808-55.9% | $4,249-50.1% |
| Admin fee / account holder | $1,621 | $10,050-83.9% | $19,547-91.7% | $8,951-81.9% |