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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 | $63,144 | $69,273-8.8% | $90,796-30.5% | $82,637-23.6% |
| Participation rate | 34.8% | 64.0%-29.2pp | 69.5%-34.6pp | 68.1%-33.2pp |
| Annual return | 33.08% | 18.37%+14.7pp | 19.29%+13.8pp | 53.51%-20.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,301 | $3,047-24.5% | $3,822-39.8% | $4,126-44.2% |
| Admin fee / account holder | $1,020 | $5,511-81.5% | $7,024-85.5% | $7,339-86.1% |