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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 | $61,554 | $54,541+12.9% | $78,778-21.9% | $70,124-12.2% |
| Participation rate | 40.7% | 60.8%-20.1pp | 69.2%-28.5pp | 69.5%-28.9pp |
| Annual return | 16.67% | 21.07%-4.4pp | 35.62%-18.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,526 | $2,210+14.3% | $2,958-14.6% | $3,332-24.2% |
| Admin fee / account holder | $2,598 | $3,709-29.9% | $5,134-49.4% | $4,645-44.1% |