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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 | $53,763 | $64,359-16.5% | $90,161-40.4% | $70,126-23.3% |
| Participation rate | 69.9% | 70.4%-0.5pp | 76.9%-7.0pp | 69.5%+0.4pp |
| Annual return | 18.50% | 28.13%-9.6pp | 34.89%-16.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,339 | $4,389+135.6% | $5,287+95.5% | $3,332+210.3% |
| Admin fee / account holder | $13,633 | $3,945+245.6% | $5,943+129.4% | $4,645+193.5% |