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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 | $72,962 | $76,834-5.0% | $108,359-32.7% | $87,485-16.6% |
| Participation rate | 47.7% | 61.7%-14.0pp | 70.1%-22.4pp | 68.9%-21.2pp |
| Annual return | 15.70% | 19.09%-3.4pp | 36.89%-21.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,297 | $3,100-58.2% | $4,137-68.6% | $4,274-69.7% |
| Admin fee / account holder | $7,208 | $6,537+10.3% | $9,741-26.0% | $7,775-7.3% |