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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 | $64,424 | $56,894+13.2% | $84,753-24.0% | $62,881+2.5% |
| Participation rate | 37.1% | 68.5%-31.4pp | 76.6%-39.5pp | 69.3%-32.2pp |
| Annual return | 4.90% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,173 | $2,709-19.8% | $3,712-41.5% | $3,203-32.2% |
| Admin fee / account holder | $5,015 | $3,581+40.0% | $5,333-6.0% | $4,296+16.7% |