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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 | $60,340 | $64,359-6.2% | $90,161-33.1% | $70,126-14.0% |
| Participation rate | 46.7% | 70.4%-23.8pp | 76.9%-30.2pp | 69.5%-22.9pp |
| Annual return | 22.74% | 28.13%-5.4pp | 34.89%-12.1pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,818 | $4,389-35.8% | $5,287-46.7% | $3,332-15.4% |
| Admin fee / account holder | $5,066 | $3,945+28.4% | $5,943-14.8% | $4,645+9.0% |