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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 | $54,982 | $56,110-2.0% | $94,993-42.1% | $70,126-21.6% |
| Participation rate | 52.1% | 65.0%-12.9pp | 73.9%-21.8pp | 69.5%-17.5pp |
| Annual return | 16.06% | 51.02%-35.0pp | 27.14%-11.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,307 | $2,391-45.3% | $3,317-60.6% | $3,332-60.8% |
| Admin fee / account holder | $7,017 | $3,456+103.0% | $4,960+41.5% | $4,645+51.1% |