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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 | $69,692 | $67,411+3.4% | $91,004-23.4% | $70,126-0.6% |
| Participation rate | 40.9% | 71.4%-30.5pp | 75.6%-34.7pp | 69.5%-28.6pp |
| Annual return | 17.09% | -40.16%+57.3pp | 4.60%+12.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,919 | $2,823-32.0% | $3,548-45.9% | $3,332-42.4% |
| Admin fee / account holder | $4,093 | $4,236-3.4% | $5,417-24.4% | $4,645-11.9% |