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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 | $65,246+4.9% | $98,716-30.6% | $67,986+0.7% |
| Participation rate | 45.3% | 51.4%-6.2pp | 69.3%-24.0pp | 57.2%-11.9pp |
| Annual return | 13.68% | 20.58%-6.9pp | 31.81%-18.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,092 | $2,594+57.7% | $4,048+1.1% | $3,358+21.9% |
| Admin fee / account holder | $9,727 | $4,561+113.3% | $8,703+11.8% | $3,203+203.7% |