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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 | $53,208 | $56,894-6.5% | $84,753-37.2% | $62,881-15.4% |
| Participation rate | 30.0% | 68.5%-38.5pp | 76.6%-46.6pp | 69.3%-39.3pp |
| Annual return | 7.89% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,226 | $2,709-54.7% | $3,712-67.0% | $3,203-61.7% |
| Admin fee / account holder | $2,683 | $3,581-25.1% | $5,333-49.7% | $4,296-37.5% |