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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 | $58,253 | $58,493-0.4% | $84,023-30.7% | $72,976-20.2% |
| Participation rate | 53.3% | 61.2%-7.9pp | 69.0%-15.7pp | 69.5%-16.2pp |
| Annual return | 20.78% | 28.93%-8.1pp | 71.32%-50.5pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,246 | $2,394+35.6% | $3,239+0.2% | $3,608-10.0% |
| Admin fee / account holder | $2,226 | $4,569-51.3% | $6,102-63.5% | $5,124-56.6% |