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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 | $78,013-13.1% | $178,449-62.0% | $80,911-16.2% |
| Participation rate | 33.3% | 65.7%-32.3pp | 77.1%-43.8pp | 67.6%-34.3pp |
| Annual return | 20.91% | 18.07%+2.8pp | 27.09%-6.2pp | 35.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,579 | $4,408-41.5% | $6,277-58.9% | $4,297-40.0% |
| Admin fee / account holder | $3,916 | $7,166-45.4% | $10,362-62.2% | $6,935-43.5% |