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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 | $54,720 | $60,349-9.3% | $74,184-26.2% | $62,881-13.0% |
| Participation rate | 52.1% | 72.7%-20.6pp | 76.6%-24.5pp | 69.3%-17.2pp |
| Annual return | 5.43% | 21.38%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,959 | $2,856-31.4% | $3,550-44.8% | $3,203-38.9% |
| Admin fee / account holder | $8,148 | $4,261+91.2% | $5,586+45.9% | $4,296+89.7% |