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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 | $57,032 | $52,306+9.0% | $69,779-18.3% | $62,881-9.3% |
| Participation rate | 61.7% | 67.2%-5.5pp | 71.8%-10.1pp | 69.3%-7.6pp |
| Annual return | 6.54% | 13.35%-6.8pp | 12.99%-6.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,996 | $2,395-16.7% | $2,931-31.9% | $3,203-37.7% |
| Admin fee / account holder | $5,077 | $3,691+37.5% | $4,381+15.9% | $4,296+18.2% |