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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 | $67,598 | $52,580+28.6% | $71,671-5.7% | $70,126-3.6% |
| Participation rate | 62.3% | 60.9%+1.4pp | 68.7%-6.5pp | 69.5%-7.2pp |
| Annual return | 16.28% | 20.25%-4.0pp | 20.65%-4.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,561 | $2,386+7.3% | $3,438-25.5% | $3,332-23.1% |
| Admin fee / account holder | $383 | $3,653-89.5% | $5,558-93.1% | $4,645-91.8% |