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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 | $67,037 | $78,428-14.5% | $95,960-30.1% | $79,852-16.0% |
| Participation rate | 51.9% | 73.5%-21.6pp | 77.1%-25.2pp | 69.6%-17.8pp |
| Annual return | 14.48% | 19.37%-4.9pp | 91.63%-77.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,452 | $3,440-28.7% | $4,167-41.2% | $3,740-34.4% |
| Admin fee / account holder | $5,367 | $5,622-4.5% | $6,797-21.0% | $5,306+1.2% |