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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 | $60,108 | $67,411-10.8% | $91,004-34.0% | $70,126-14.3% |
| Participation rate | 67.7% | 71.4%-3.6pp | 75.6%-7.9pp | 69.5%-1.8pp |
| Annual return | 15.64% | -40.16%+55.8pp | 4.60%+11.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,926 | $2,823+3.7% | $3,548-17.5% | $3,332-12.2% |
| Admin fee / account holder | $5,039 | $4,236+18.9% | $5,417-7.0% | $4,645+8.5% |