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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 | $58,435 | $72,177-19.0% | $115,038-49.2% | $59,633-2.0% |
| Participation rate | 68.1% | 72.6%-4.5pp | 81.4%-13.3pp | 68.7%-0.6pp |
| Annual return | 3.82% | 12.02%-8.2pp | 26.14%-22.3pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,683 | $4,783+102.4% | $6,026+60.7% | $3,192+203.4% |
| Admin fee / account holder | $495 | $4,927-90.0% | $8,175-93.9% | $4,297-88.5% |