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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 | $62,126 | $50,385+23.3% | $75,501-17.7% | $62,293-0.3% |
| Participation rate | 56.2% | 67.7%-11.5pp | 72.4%-16.2pp | 69.5%-13.3pp |
| Annual return | 14.76% | 19.90%-5.1pp | 27.35%-12.6pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,960 | $2,445+62.0% | $3,142+26.0% | $3,169+25.0% |
| Admin fee / account holder | $721 | $384+87.7% | $5,801-87.6% | $479+50.4% |