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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 | $62,403 | $73,787-15.4% | $98,716-36.8% | $82,448-24.3% |
| Participation rate | 42.9% | 61.4%-18.6pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 16.08% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,077 | $3,081+32.3% | $4,048+0.7% | $4,139-1.5% |
| Admin fee / account holder | $2,399 | $6,500-63.1% | $8,703-72.4% | $7,234-66.8% |