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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 | $66,353 | $45,082+47.2% | $69,464-4.5% | $72,975-9.1% |
| Participation rate | 26.3% | 68.5%-42.2pp | 74.6%-48.3pp | 69.5%-43.2pp |
| Annual return | 19.05% | 22.66%-3.6pp | 28.98%-9.9pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,571 | $2,604-39.7% | $3,536-55.6% | $3,608-56.4% |
| Admin fee / account holder | $1,460 | $3,057-52.2% | $3,840-62.0% | $5,124-71.5% |