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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 | $69,140 | $60,349+14.6% | $74,184-6.8% | $62,881+10.0% |
| Participation rate | 59.3% | 72.7%-13.5pp | 76.6%-17.4pp | 69.3%-10.0pp |
| Annual return | 6.01% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,097 | $2,856-26.6% | $3,550-40.9% | $3,203-34.5% |
| Admin fee / account holder | $2,564 | $4,261-39.8% | $5,586-54.1% | $4,296-40.3% |