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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 | $67,776 | $78,015-13.1% | $178,505-62.0% | $80,959-16.3% |
| Participation rate | 33.3% | 65.7%-32.3pp | 77.1%-43.8pp | 67.7%-34.3pp |
| Annual return | 20.91% | 18.10%+2.8pp | 27.16%-6.2pp | 35.67%-14.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,579 | $4,406-41.5% | $6,280-58.9% | $4,300-40.0% |
| Admin fee / account holder | $3,916 | $7,160-45.3% | $10,428-62.5% | $6,925-43.5% |