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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 | $58,942 | $43,749+34.7% | $158,223-62.7% | $65,306-9.7% |
| Participation rate | 22.9% | 56.9%-34.0pp | 79.2%-56.3pp | 57.7%-34.7pp |
| Annual return | 13.55% | 19.41%-5.9pp | 52.09%-38.5pp | 21.94%-8.4pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,259 | $2,019-37.6% | $5,467-77.0% | $2,959-57.5% |
| Admin fee / account holder | $2,438 | $1,930+26.3% | $16,047-84.8% | $3,480-29.9% |