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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 | $40,586 | $52,678-23.0% | $75,784-46.4% | $59,633-31.9% |
| Participation rate | 65.9% | 67.2%-1.4pp | 75.8%-10.0pp | 68.7%-2.8pp |
| Annual return | 12.96% | 2.95%+10.0pp | 9.68%+3.3pp | 2041.40%-2028.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,028 | $2,591-21.7% | $3,652-44.5% | $3,192-36.4% |
| Admin fee / account holder | $4,493 | $3,610+24.5% | $5,300-15.2% | $4,297+4.6% |