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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 | $31,763 | $52,580-39.6% | $71,671-55.7% | $70,126-54.7% |
| Participation rate | 64.0% | 60.9%+3.1pp | 68.7%-4.7pp | 69.5%-5.5pp |
| Annual return | 18.44% | 20.25%-1.8pp | 20.65%-2.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,774 | $2,386+16.3% | $3,438-19.3% | $3,332-16.7% |
| Admin fee / account holder | $3,823 | $3,653+4.7% | $5,558-31.2% | $4,645-17.7% |