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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 | $62,772 | $62,672+0.2% | $185,117-66.1% | $70,126-10.5% |
| Participation rate | 40.6% | 63.8%-23.2pp | 77.3%-36.6pp | 69.5%-28.9pp |
| Annual return | 18.96% | 40.79%-21.8pp | 40.50%-21.5pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,245 | $3,272-62.0% | $5,045-75.3% | $3,332-62.6% |
| Admin fee / account holder | $580 | $3,932-85.2% | $8,159-92.9% | $4,645-87.5% |