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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 | $36,999 | $56,894-35.0% | $84,753-56.3% | $62,881-41.2% |
| Participation rate | 67.6% | 68.5%-1.0pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 11.96% | 6.30%+5.7pp | 22.78%-10.8pp | 20.14%-8.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,206 | $2,709-55.5% | $3,712-67.5% | $3,203-62.4% |
| Admin fee / account holder | $4,917 | $3,581+37.3% | $5,333-7.8% | $4,296+14.5% |