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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 | $51,357 | $67,411-23.8% | $91,004-43.6% | $70,131-26.8% |
| Participation rate | 65.6% | 71.4%-5.7pp | 75.6%-10.0pp | 69.5%-3.9pp |
| Annual return | 20.40% | -40.16%+60.6pp | 4.60%+15.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,842 | $2,823-34.8% | $3,548-48.1% | $3,332-44.7% |
| Admin fee / account holder | $4,121 | $4,236-2.7% | $5,417-23.9% | $4,645-11.3% |