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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 | $37,229 | $56,054-33.6% | $171,082-78.2% | $62,881-40.8% |
| Participation rate | 68.0% | 62.9%+5.1pp | 76.7%-8.7pp | 69.3%-1.3pp |
| Annual return | 7.66% | 22.52%-14.9pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,026 | $3,158+59.1% | $4,797+4.8% | $3,203+56.9% |
| Admin fee / account holder | $3,496 | $3,647-4.1% | $8,520-59.0% | $4,296-18.6% |