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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 | $52,722 | $58,493-9.9% | $84,021-37.3% | $72,975-27.8% |
| Participation rate | 42.2% | 61.2%-19.1pp | 69.0%-26.8pp | 69.5%-27.3pp |
| Annual return | 20.38% | 28.93%-8.6pp | 71.32%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,256 | $2,394-5.8% | $3,239-30.4% | $3,608-37.5% |
| Admin fee / account holder | $2,506 | $4,569-45.2% | $6,102-58.9% | $5,124-51.1% |