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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 | $70,382 | $54,541+29.0% | $78,778-10.7% | $70,126+0.4% |
| Participation rate | 31.6% | 60.8%-29.2pp | 69.2%-37.6pp | 69.5%-38.0pp |
| Annual return | 17.24% | 21.07%-3.8pp | 35.62%-18.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,685 | $2,210-23.8% | $2,958-43.0% | $3,332-49.4% |
| Admin fee / account holder | $4,072 | $3,709+9.8% | $5,134-20.7% | $4,645-12.3% |