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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 | $60,037 | $67,411-10.9% | $91,004-34.0% | $70,126-14.4% |
| Participation rate | 62.7% | 71.4%-8.7pp | 75.6%-13.0pp | 69.5%-6.9pp |
| Annual return | 19.72% | -40.16%+59.9pp | 4.60%+15.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,998 | $2,823-29.2% | $3,548-43.7% | $3,332-40.0% |
| Admin fee / account holder | $399 | $4,236-90.6% | $5,417-92.6% | $4,645-91.4% |