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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 | $75,720-16.6% | $90,312-30.1% | $86,983-27.4% |
| Participation rate | 34.8% | 66.3%-31.4pp | 72.9%-38.0pp | 69.5%-34.7pp |
| Annual return | 33.08% | 18.55%+14.5pp | 18.90%+14.2pp | 25.83%+7.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,301 | $3,001-23.3% | $3,749-38.6% | $4,194-45.1% |
| Admin fee / account holder | $1,020 | $6,201-83.6% | $8,248-87.6% | $7,856-87.0% |