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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 | $55,961 | $58,828-4.9% | $78,002-28.3% | $62,881-11.0% |
| Participation rate | 59.7% | 71.1%-11.3pp | 75.5%-15.8pp | 69.3%-9.6pp |
| Annual return | 8.21% | 17.16%-8.9pp | 425.99%-417.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,391 | $2,686-11.0% | $3,497-31.6% | $3,203-25.3% |
| Admin fee / account holder | $3,876 | $4,393-11.8% | $5,481-29.3% | $4,296-9.8% |