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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 | $58,301 | $56,894+2.5% | $84,753-31.2% | $62,881-7.3% |
| Participation rate | 26.7% | 68.5%-41.9pp | 76.6%-49.9pp | 69.3%-42.6pp |
| Annual return | 12.28% | 6.30%+6.0pp | 22.78%-10.5pp | 20.14%-7.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,418 | $2,709-47.6% | $3,712-61.8% | $3,203-55.7% |
| Admin fee / account holder | $391 | $3,581-89.1% | $5,333-92.7% | $4,296-90.9% |