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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 | $55,408 | $58,493-5.3% | $84,023-34.1% | $72,976-24.1% |
| Participation rate | 35.1% | 61.2%-26.2pp | 69.0%-34.0pp | 69.5%-34.4pp |
| Annual return | 19.57% | 28.93%-9.4pp | 71.32%-51.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,194 | $2,394-8.3% | $3,239-32.3% | $3,608-39.2% |
| Admin fee / account holder | $11,629 | $4,569+154.5% | $6,102+90.6% | $5,124+127.0% |