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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 | $54,573 | $78,705-30.7% | $117,860-53.7% | $70,124-22.2% |
| Participation rate | 69.8% | 73.2%-3.4pp | 79.7%-9.9pp | 69.5%+0.2pp |
| Annual return | 12.87% | 23.30%-10.4pp | 335.10%-322.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,617 | $3,297-51.0% | $4,482-63.9% | $3,332-51.5% |
| Admin fee / account holder | $1,744 | $5,065-65.6% | $8,021-78.2% | $4,645-62.4% |