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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 | $67,420 | $56,894+18.5% | $84,753-20.5% | $62,881+7.2% |
| Participation rate | 50.6% | 68.5%-17.9pp | 76.6%-26.0pp | 69.3%-18.7pp |
| Annual return | 4.41% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,293 | $2,709+21.5% | $3,712-11.3% | $3,203+2.8% |
| Admin fee / account holder | $2,676 | $3,581-25.3% | $5,333-49.8% | $4,296-37.7% |