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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 | $62,600 | $80,992-22.7% | $96,534-35.2% | $75,173-16.7% |
| Participation rate | 53.5% | 71.8%-18.3pp | 76.0%-22.5pp | 67.2%-13.7pp |
| Annual return | 13.55% | 27.05%-13.5pp | 25.88%-12.3pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,678 | $3,929-31.8% | $4,851-44.8% | $4,126-35.1% |
| Admin fee / account holder | $946 | $6,717-85.9% | $8,253-88.5% | $5,651-83.3% |