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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 | $86,330-26.9% | $121,871-48.2% | $94,015-32.8% |
| Participation rate | 34.8% | 66.7%-31.8pp | 73.2%-38.3pp | 70.8%-36.0pp |
| Annual return | 33.08% | 14.95%+18.1pp | 13.57%+19.5pp | 17.84%+15.2pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,301 | $3,146-26.9% | $4,318-46.7% | $4,249-45.9% |
| Admin fee / account holder | $1,020 | $7,346-86.1% | $11,551-91.2% | $8,951-88.6% |