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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 | $27,020 | $67,606-60.0% | $82,313-67.2% | $70,124-61.5% |
| Participation rate | 32.4% | 72.8%-40.4pp | 76.9%-44.5pp | 69.5%-37.2pp |
| Annual return | 22.18% | 21.57%+0.6pp | 25.88%-3.7pp | 73.14%-51.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,283 | $2,987+9.9% | $3,706-11.4% | $3,332-1.5% |
| Admin fee / account holder | $4,559 | $4,512+1.0% | $5,608-18.7% | $4,645-1.9% |