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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 | $70,455 | $67,411+4.5% | $91,004-22.6% | $70,126+0.5% |
| Participation rate | 35.0% | 71.4%-36.4pp | 75.6%-40.6pp | 69.5%-34.5pp |
| Annual return | 13.29% | -40.16%+53.5pp | 4.60%+8.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,313 | $2,823-53.5% | $3,548-63.0% | $3,332-60.6% |
| Admin fee / account holder | $1,260 | $4,236-70.3% | $5,417-76.7% | $4,645-72.9% |