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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 | $32,868 | $63,764-48.5% | $81,926-59.9% | $79,858-58.8% |
| Participation rate | 66.0% | 67.5%-1.5pp | 72.0%-6.0pp | 69.6%-3.6pp |
| Annual return | 17.56% | 22.66%-5.1pp | 29.49%-11.9pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,104 | $2,780-60.3% | $7,108-84.5% | $3,740-70.5% |
| Admin fee / account holder | $3,986 | $4,426-9.9% | $5,159-22.7% | $5,306-24.9% |