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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 | $30,256 | $54,763-44.8% | $90,324-66.5% | $72,976-58.5% |
| Participation rate | 62.1% | 65.2%-3.1pp | 73.3%-11.2pp | 69.5%-7.4pp |
| Annual return | 22.35% | 30.63%-8.3pp | 78.15%-55.8pp | 81.02%-58.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,361 | $2,887-18.2% | $3,885-39.2% | $3,608-34.6% |
| Admin fee / account holder | $529 | $3,973-86.7% | $5,356-90.1% | $5,124-89.7% |