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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 | $56,673 | $80,983-30.0% | $96,544-41.3% | $75,177-24.6% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 15.04% | 27.05%-12.0pp | 25.88%-10.8pp | 160.75%-145.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,893 | $3,929-26.4% | $4,851-40.4% | $4,126-29.9% |
| Admin fee / account holder | $4,559 | $6,717-32.1% | $8,254-44.8% | $5,651-19.3% |