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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 | $63,626 | $39,125+62.6% | $57,183+11.3% | $62,881+1.2% |
| Participation rate | 28.6% | 70.5%-41.9pp | 75.3%-46.8pp | 69.3%-40.7pp |
| Annual return | 4.10% | 9.24%-5.1pp | 14.59%-10.5pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $951 | $2,374-60.0% | $3,096-69.3% | $3,203-70.3% |
| Admin fee / account holder | $3,602 | $2,593+38.9% | $3,139+14.7% | $4,296-16.1% |