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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 | $52,389 | $54,541-3.9% | $78,778-33.5% | $70,126-25.3% |
| Participation rate | 27.5% | 60.8%-33.3pp | 69.2%-41.7pp | 69.5%-42.0pp |
| Annual return | 17.89% | 21.07%-3.2pp | 35.62%-17.7pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,167 | $2,210-47.2% | $2,958-60.6% | $3,332-65.0% |
| Admin fee / account holder | $5,947 | $3,709+60.4% | $5,134+15.8% | $4,645+28.0% |