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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 | $70,367 | $121,671-42.2% | $211,142-66.7% | $64,340+9.4% |
| Participation rate | 25.3% | 76.5%-51.2pp | 87.3%-62.0pp | 55.2%-30.0pp |
| Annual return | 15.79% | 21.43%-5.6pp | 46.84%-31.0pp | 24.14%-8.4pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $6,442-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,317 | $6,049-61.7% | $9,284-75.0% | $2,980-22.3% |
| Admin fee / account holder | $3,330 | $4,774-30.3% | $19,076-82.5% | $3,703-10.1% |