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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 | $61,220 | $58,523+4.6% | $99,479-38.5% | $72,976-16.1% |
| Participation rate | 34.1% | 64.6%-30.5pp | 73.8%-39.7pp | 69.5%-35.4pp |
| Annual return | 20.75% | 28.51%-7.8pp | 30.72%-10.0pp | 81.02%-60.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,235 | $2,606-14.2% | $3,619-38.3% | $3,608-38.1% |
| Admin fee / account holder | $327 | $4,102-92.0% | $6,253-94.8% | $5,124-93.6% |