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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 | $71,954 | $67,602+6.4% | $82,312-12.6% | $70,126+2.6% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.9%-20.8pp | 69.5%-13.4pp |
| Annual return | 23.48% | 21.57%+1.9pp | 25.88%-2.4pp | 73.15%-49.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,404 | $2,987-19.5% | $3,706-35.1% | $3,332-27.8% |
| Admin fee / account holder | $1,765 | $4,512-60.9% | $5,608-68.5% | $4,645-62.0% |