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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 | $70,459 | $54,541+29.2% | $78,778-10.6% | $70,124+0.5% |
| Participation rate | 42.4% | 60.8%-18.4pp | 69.2%-26.8pp | 69.5%-27.1pp |
| Annual return | 13.13% | 21.07%-7.9pp | 35.62%-22.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,172 | $2,210-47.0% | $2,958-60.4% | $3,332-64.8% |
| Admin fee / account holder | $5,397 | $3,709+45.5% | $5,134+5.1% | $4,645+16.2% |