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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 | $60,287 | $95,404-36.8% | $113,397-46.8% | $82,637-27.0% |
| Participation rate | 63.8% | 72.8%-9.0pp | 76.5%-12.7pp | 68.1%-4.3pp |
| Annual return | 16.03% | 19.08%-3.0pp | 23.20%-7.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,791 | $4,220+60.9% | $5,076+33.8% | $4,126+64.6% |
| Admin fee / account holder | $2,955 | $9,168-67.8% | $11,957-75.3% | $7,339-59.7% |