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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 | $58,509 | $54,541+7.3% | $78,778-25.7% | $70,126-16.6% |
| Participation rate | 38.5% | 60.8%-22.3pp | 69.2%-30.7pp | 69.5%-31.1pp |
| Annual return | 12.30% | 21.07%-8.8pp | 35.62%-23.3pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,234 | $2,210+1.1% | $2,958-24.5% | $3,332-33.0% |
| Admin fee / account holder | $3,448 | $3,709-7.0% | $5,134-32.8% | $4,645-25.8% |