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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 | $70,250 | $65,027+8.0% | $90,970-22.8% | $79,852-12.0% |
| Participation rate | 29.3% | 61.6%-32.3pp | 69.0%-39.7pp | 69.6%-40.4pp |
| Annual return | 14.96% | 30.45%-15.5pp | 134.58%-119.6pp | 31.72%-16.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,336 | $2,512-46.8% | $3,373-60.4% | $3,740-64.3% |
| Admin fee / account holder | $1,299 | $4,535-71.4% | $5,960-78.2% | $5,306-75.5% |