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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 | $27,237 | $60,349-54.9% | $74,184-63.3% | $62,881-56.7% |
| Participation rate | 69.0% | 72.7%-3.7pp | 76.6%-7.6pp | 69.3%-0.3pp |
| Annual return | 5.72% | 21.38%-15.7pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,122 | $2,856-25.7% | $3,550-40.2% | $3,203-33.8% |
| Admin fee / account holder | $2,950 | $4,261-30.8% | $5,586-47.2% | $4,296-31.3% |