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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 | $56,005 | $67,602-17.2% | $82,312-32.0% | $70,126-20.1% |
| Participation rate | 42.1% | 72.8%-30.7pp | 76.9%-34.8pp | 69.5%-27.4pp |
| Annual return | 16.29% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,476 | $2,987+83.3% | $3,706+47.8% | $3,332+64.4% |
| Admin fee / account holder | $1,288 | $4,512-71.4% | $5,608-77.0% | $4,645-72.3% |