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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 | $41,106 | $72,486-43.3% | $87,103-52.8% | $72,976-43.7% |
| Participation rate | 65.6% | 72.8%-7.2pp | 76.9%-11.2pp | 69.5%-3.9pp |
| Annual return | 21.90% | 24.46%-2.6pp | 28.19%-6.3pp | 81.02%-59.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,930 | $3,270-41.0% | $4,049-52.3% | $3,608-46.5% |
| Admin fee / account holder | $670 | $5,055-86.8% | $7,491-91.1% | $5,124-86.9% |