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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 | $52,980 | $67,602-21.6% | $82,312-35.6% | $70,126-24.4% |
| Participation rate | 62.7% | 72.8%-10.0pp | 76.9%-14.1pp | 69.5%-6.8pp |
| Annual return | 18.13% | 21.57%-3.4pp | 25.88%-7.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,871 | $2,987-37.4% | $3,706-49.5% | $3,332-43.8% |
| Admin fee / account holder | $417 | $4,512-90.7% | $5,608-92.6% | $4,645-91.0% |