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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 | $65,976 | $58,057+13.6% | $97,032-32.0% | $86,983-24.2% |
| Participation rate | 40.6% | 60.4%-19.7pp | 71.6%-30.9pp | 69.5%-28.9pp |
| Annual return | 14.93% | 22.26%-7.3pp | 35.38%-20.4pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,278 | $3,244+31.9% | $4,672-8.4% | $4,194+2.0% |
| Admin fee / account holder | $854 | $4,839-82.4% | $9,418-90.9% | $7,856-89.1% |