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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 | $57,103 | $58,512-2.4% | $84,020-32.0% | $72,983-21.8% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 17.23% | 28.93%-11.7pp | 71.31%-54.1pp | 81.01%-63.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,500 | $2,394-37.3% | $3,239-53.7% | $3,608-58.4% |
| Admin fee / account holder | $5,247 | $4,569+14.8% | $6,101-14.0% | $5,124+2.4% |