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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 | $56,405 | $60,349-6.5% | $74,184-24.0% | $62,881-10.3% |
| Participation rate | 63.3% | 72.7%-9.4pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 6.04% | 21.38%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,145 | $2,856-24.9% | $3,550-39.6% | $3,203-33.0% |
| Admin fee / account holder | $14,335 | $4,261+236.4% | $5,586+156.6% | $4,296+233.7% |