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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 | $57,864 | $60,349-4.1% | $74,184-22.0% | $62,881-8.0% |
| Participation rate | 61.5% | 72.7%-11.2pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 9.17% | 21.38%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,303 | $2,856+120.7% | $3,550+77.6% | $3,203+96.8% |
| Admin fee / account holder | $12,099 | $4,261+184.0% | $5,586+116.6% | $4,296+181.6% |