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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 | $70,486 | $76,696-8.1% | $96,515-27.0% | $71,511-1.4% |
| Participation rate | 43.0% | 66.6%-23.6pp | 74.3%-31.4pp | 67.9%-24.9pp |
| Annual return | 15.05% | 48.32%-33.3pp | 35.73%-20.7pp | 28.86%-13.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,884 | $3,770-23.5% | $4,880-40.9% | $4,291-32.8% |
| Admin fee / account holder | $2,999 | $2,030+47.8% | $6,735-55.5% | $1,588+88.8% |