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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 | $60,217 | $77,962-22.8% | $178,540-66.3% | $80,935-25.6% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.7%-1.9pp |
| Annual return | 12.95% | 18.10%-5.1pp | 27.15%-14.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,646 | $4,404+5.5% | $6,281-26.0% | $4,299+8.1% |
| Admin fee / account holder | $13,722 | $7,156+91.8% | $10,424+31.6% | $6,924+98.2% |