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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 | $55,533 | $60,349-8.0% | $74,184-25.1% | $62,881-11.7% |
| Participation rate | 60.3% | 72.7%-12.5pp | 76.6%-16.3pp | 69.3%-9.0pp |
| Annual return | 7.77% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,884 | $2,856-34.1% | $3,550-46.9% | $3,203-41.2% |
| Admin fee / account holder | $3,462 | $4,261-18.8% | $5,586-38.0% | $4,296-19.4% |