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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 | $49,066 | $52,306-6.2% | $69,779-29.7% | $62,881-22.0% |
| Participation rate | 66.7% | 67.2%-0.6pp | 71.8%-5.2pp | 69.3%-2.6pp |
| Annual return | 6.39% | 13.35%-7.0pp | 12.99%-6.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,953 | $2,395-18.4% | $2,931-33.3% | $3,203-39.0% |
| Admin fee / account holder | $3,425 | $3,691-7.2% | $4,381-21.8% | $4,296-20.3% |