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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 | $58,329 | $79,955-27.0% | $98,450-40.8% | $75,181-22.4% |
| Participation rate | 41.7% | 70.4%-28.7pp | 75.2%-33.5pp | 67.2%-25.5pp |
| Annual return | 18.79% | 19.75%-1.0pp | 21.16%-2.4pp | 160.69%-141.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,646 | $3,752-56.1% | $4,739-65.3% | $4,126-60.1% |
| Admin fee / account holder | $1,703 | $6,841-75.1% | $8,961-81.0% | $5,650-69.9% |