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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 | $55,322 | $56,894-2.8% | $84,753-34.7% | $62,881-12.0% |
| Participation rate | 26.0% | 68.5%-42.5pp | 76.6%-50.6pp | 69.3%-43.3pp |
| Annual return | 6.65% | 6.30%+0.3pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,130 | $2,709-58.3% | $3,712-69.6% | $3,203-64.7% |
| Admin fee / account holder | $3,451 | $3,581-3.6% | $5,333-35.3% | $4,296-19.7% |