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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 | $68,677 | $64,501+6.5% | $108,753-36.9% | $65,306+5.2% |
| Participation rate | 34.9% | 50.8%-15.9pp | 71.1%-36.2pp | 57.7%-22.8pp |
| Annual return | 18.52% | 21.09%-2.6pp | 37.47%-19.0pp | 21.94%-3.4pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,188 | $2,401+32.8% | $4,115-22.5% | $2,959+7.7% |
| Admin fee / account holder | $4,073 | $4,971-18.1% | $10,320-60.5% | $3,480+17.0% |