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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 | $39,784 | $56,287-29.3% | $80,977-50.9% | $62,881-36.7% |
| Participation rate | 59.4% | 68.9%-9.6pp | 75.8%-16.4pp | 69.3%-9.9pp |
| Annual return | 7.50% | 22.13%-14.6pp | 17.11%-9.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,492 | $4,196-16.8% | $5,696-38.7% | $3,203+9.0% |
| Admin fee / account holder | $2,866 | $3,742-23.4% | $5,517-48.1% | $4,296-33.3% |