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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 | $55,741 | $67,602-17.5% | $82,312-32.3% | $70,126-20.5% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 19.52% | 21.57%-2.0pp | 25.88%-6.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,757 | $2,987+25.8% | $3,706+1.4% | $3,332+12.8% |
| Admin fee / account holder | $6,740 | $4,512+49.4% | $5,608+20.2% | $4,645+45.1% |