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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 | $63,937 | $72,492-11.8% | $87,104-26.6% | $72,975-12.4% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.9%-33.0pp | 69.5%-25.6pp |
| Annual return | 20.55% | 24.46%-3.9pp | 28.19%-7.6pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,432 | $3,270-25.6% | $4,048-39.9% | $3,608-32.6% |
| Admin fee / account holder | $1,077 | $5,055-78.7% | $7,491-85.6% | $5,124-79.0% |