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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 | $57,561 | $67,602-14.9% | $82,312-30.1% | $70,126-17.9% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 15.36% | 21.57%-6.2pp | 25.88%-10.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,365 | $2,987-54.3% | $3,706-63.2% | $3,332-59.0% |
| Admin fee / account holder | $440 | $4,512-90.2% | $5,608-92.2% | $4,645-90.5% |