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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 | $58,513 | $62,672-6.6% | $185,117-68.4% | $70,126-16.6% |
| Participation rate | 69.7% | 63.8%+5.9pp | 77.3%-7.6pp | 69.5%+0.2pp |
| Annual return | 18.56% | 40.79%-22.2pp | 40.50%-21.9pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,818 | $3,272-13.9% | $5,045-44.1% | $3,332-15.4% |
| Admin fee / account holder | $1,076 | $3,932-72.6% | $8,159-86.8% | $4,645-76.8% |