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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 | $58,040 | $76,407-24.0% | $150,298-61.4% | $82,448-29.6% |
| Participation rate | 60.9% | 66.4%-5.5pp | 77.8%-16.8pp | 68.1%-7.1pp |
| Annual return | 19.17% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,389 | $3,214+67.7% | $5,453-1.2% | $4,139+30.2% |
| Admin fee / account holder | $999 | $6,352-84.3% | $14,116-92.9% | $7,234-86.2% |