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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 | $61,295 | $54,763+11.9% | $90,324-32.1% | $72,976-16.0% |
| Participation rate | 32.0% | 65.2%-33.2pp | 73.3%-41.3pp | 69.5%-37.5pp |
| Annual return | 20.42% | 30.63%-10.2pp | 78.15%-57.7pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,857 | $2,887-1.1% | $3,885-26.5% | $3,608-20.8% |
| Admin fee / account holder | $3,656 | $3,973-8.0% | $5,356-31.7% | $5,124-28.7% |