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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 | $63,832 | $76,371-16.4% | $93,621-31.8% | $72,975-12.5% |
| Participation rate | 51.4% | 71.8%-20.4pp | 75.8%-24.5pp | 69.5%-18.1pp |
| Annual return | 38.14% | 25.82%+12.3pp | 32.76%+5.4pp | 81.01%-42.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,709 | $3,538-23.4% | $4,070-33.4% | $3,608-24.9% |
| Admin fee / account holder | $6,333 | $6,839-7.4% | $7,890-19.7% | $5,124+23.6% |