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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 | $28,388 | $81,331-65.1% | $155,534-81.7% | $80,935-64.9% |
| Participation rate | 67.9% | 66.3%+1.6pp | 78.2%-10.4pp | 67.7%+0.2pp |
| Annual return | 18.28% | 33.37%-15.1pp | 64.92%-46.6pp | 35.66%-17.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,577 | $3,454+32.5% | $5,630-18.7% | $4,299+6.5% |
| Admin fee / account holder | $1,835 | $7,999-77.1% | $15,900-88.5% | $6,924-73.5% |