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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 | $59,910 | $83,485-28.2% | $125,192-52.1% | $72,975-17.9% |
| Participation rate | 31.0% | 73.3%-42.3pp | 79.8%-48.8pp | 69.5%-38.5pp |
| Annual return | 22.46% | 25.77%-3.3pp | 43.79%-21.3pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,837 | $3,586-20.9% | $4,937-42.5% | $3,608-21.4% |
| Admin fee / account holder | $678 | $5,518-87.7% | $9,704-93.0% | $5,124-86.8% |