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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 | $63,162 | $67,602-6.6% | $82,312-23.3% | $70,126-9.9% |
| Participation rate | 57.4% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.1pp |
| Annual return | 15.49% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,069 | $2,987-30.7% | $3,706-44.2% | $3,332-37.9% |
| Admin fee / account holder | $653 | $4,512-85.5% | $5,608-88.4% | $4,645-85.9% |