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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 | $66,634 | $55,932+19.1% | $76,735-13.2% | $67,986-2.0% |
| Participation rate | 32.9% | 50.8%-17.9pp | 69.5%-36.6pp | 57.2%-24.3pp |
| Annual return | 16.97% | 23.10%-6.1pp | 29.77%-12.8pp | 31.67%-14.7pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,756 | $2,558-31.3% | $4,088-57.0% | $3,358-47.7% |
| Admin fee / account holder | $4,758 | $4,907-3.0% | $7,189-33.8% | $3,203+48.6% |