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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 | $61,331 | $83,898-26.9% | $133,346-54.0% | $94,015-34.8% |
| Participation rate | 59.4% | 63.4%-4.0pp | 72.8%-13.5pp | 70.8%-11.4pp |
| Annual return | 11.65% | 16.00%-4.3pp | 36.85%-25.2pp | 17.84%-6.2pp |
| Employer contribution / active EE | -$1 | $1,821-100.1% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,891 | $3,245-10.9% | $4,332-33.3% | $4,249-32.0% |
| Admin fee / account holder | $5,095 | $7,809-34.7% | $14,264-64.3% | $8,951-43.1% |