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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 | $68,467 | $64,501+6.1% | $108,753-37.0% | $65,306+4.8% |
| Participation rate | 45.3% | 50.8%-5.5pp | 71.1%-25.8pp | 57.7%-12.4pp |
| Annual return | 13.68% | 21.09%-7.4pp | 37.47%-23.8pp | 21.94%-8.3pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $4,092 | $2,401+70.5% | $4,115-0.6% | $2,959+38.3% |
| Admin fee / account holder | $9,727 | $4,971+95.7% | $10,320-5.7% | $3,480+179.5% |