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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 | $69,038 | $63,314+9.0% | $91,004-24.1% | $62,293+10.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 23.69% | 21.00%+2.7pp | 4.60%+19.1pp | 28.90%-5.2pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,084 | $2,944+4.8% | $3,548-13.1% | $3,169-2.7% |
| Admin fee / account holder | $2,583 | $468+452.5% | $5,417-52.3% | $479+438.9% |