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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 | $58,724 | $60,349-2.7% | $74,184-20.8% | $62,881-6.6% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 5.14% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $294 | $1,680-82.5% | $2,370-87.6% | $2,281-87.1% |
| Participant deferral / active EE | $1,601 | $2,856-43.9% | $3,550-54.9% | $3,203-50.0% |
| Admin fee / account holder | $12,021 | $4,261+182.1% | $5,586+115.2% | $4,296+179.8% |