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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 | $69,303 | $75,541-8.3% | $152,093-54.4% | $82,637-16.1% |
| Participation rate | 46.7% | 66.5%-19.9pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 13.40% | 32.56%-19.2pp | 66.36%-53.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,773 | $3,206-13.5% | $5,451-49.1% | $4,126-32.8% |
| Admin fee / account holder | $6,047 | $6,405-5.6% | $14,497-58.3% | $7,339-17.6% |