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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 | $69,771 | $86,050-18.9% | $189,758-63.2% | $94,015-25.8% |
| Participation rate | 48.8% | 68.9%-20.1pp | 79.8%-31.0pp | 70.8%-22.0pp |
| Annual return | 18.00% | 17.77%+0.2pp | 52.62%-34.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,024 | $3,349+79.9% | $5,856+2.9% | $4,249+41.8% |
| Admin fee / account holder | $372 | $6,627-94.4% | $20,388-98.2% | $8,951-95.8% |