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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 | $46,775 | $48,078-2.7% | $78,676-40.5% | $62,881-25.6% |
| Participation rate | 58.8% | 65.2%-6.4pp | 73.6%-14.7pp | 69.3%-10.5pp |
| Annual return | 7.64% | 31.36%-23.7pp | 62.19%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,735 | $2,587+121.7% | $3,517+63.1% | $3,203+79.1% |
| Admin fee / account holder | $4,458 | $3,206+39.1% | $4,510-1.2% | $4,296+3.8% |