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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 | $52,341 | $68,878-24.0% | $120,574-56.6% | $80,935-35.3% |
| Participation rate | 55.2% | 61.7%-6.5pp | 71.9%-16.8pp | 67.7%-12.5pp |
| Annual return | 10.54% | 23.67%-13.1pp | 107.42%-96.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,237 | $3,189-61.2% | $4,996-75.2% | $4,299-71.2% |
| Admin fee / account holder | $2,234 | $5,782-61.4% | $9,445-76.3% | $6,924-67.7% |