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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 | $56,267 | $80,983-30.5% | $96,544-41.7% | $75,177-25.2% |
| Participation rate | 28.6% | 71.8%-43.2pp | 76.0%-47.4pp | 67.2%-38.6pp |
| Annual return | 18.90% | 27.05%-8.2pp | 25.88%-7.0pp | 160.75%-141.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,330 | $3,929-40.7% | $4,851-52.0% | $4,126-43.5% |
| Admin fee / account holder | $10,449 | $6,717+55.6% | $8,254+26.6% | $5,651+84.9% |