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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 | $44,444 | $67,602-34.3% | $82,312-46.0% | $70,126-36.6% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.9%-14.8pp | 69.5%-7.5pp |
| Annual return | 12.77% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,019 | $2,987-32.4% | $3,706-45.5% | $3,332-39.4% |
| Admin fee / account holder | $8,696 | $4,512+92.7% | $5,608+55.1% | $4,645+87.2% |