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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 | $53,534 | $71,215-24.8% | $93,696-42.9% | $80,935-33.9% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.7%-3.7pp |
| Annual return | 12.23% | 11.27%+1.0pp | 133.74%-121.5pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,465 | $4,037-14.2% | $4,417-21.6% | $4,299-19.4% |
| Admin fee / account holder | $1,048 | $6,958-84.9% | $8,287-87.3% | $6,924-84.9% |