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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 | $53,068 | $80,985-34.5% | $96,576-45.1% | $75,181-29.4% |
| Participation rate | 59.3% | 71.8%-12.5pp | 76.0%-16.7pp | 67.2%-7.9pp |
| Annual return | 14.35% | 27.05%-12.7pp | 25.87%-11.5pp | 160.69%-146.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,400 | $3,929-38.9% | $4,851-50.5% | $4,126-41.8% |
| Admin fee / account holder | $6,837 | $6,719+1.8% | $8,253-17.2% | $5,650+21.0% |