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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 | $69,702 | $71,197-2.1% | $93,669-25.6% | $80,925-13.9% |
| Participation rate | 29.5% | 60.4%-30.9pp | 68.7%-39.2pp | 67.7%-38.1pp |
| Annual return | 13.87% | 11.27%+2.6pp | 133.59%-119.7pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,788 | $4,036-55.7% | $4,416-59.5% | $4,299-58.4% |
| Admin fee / account holder | $5,964 | $6,959-14.3% | $8,291-28.1% | $6,940-14.1% |