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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 | $39,819 | $70,486-43.5% | $100,528-60.4% | $79,852-50.1% |
| Participation rate | 53.3% | 73.6%-20.3pp | 79.4%-26.1pp | 69.6%-16.3pp |
| Annual return | 20.45% | 21.90%-1.4pp | 30.90%-10.4pp | 31.72%-11.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,061 | $5,182+17.0% | $6,271-3.4% | $3,740+62.0% |
| Admin fee / account holder | $6,949 | $4,480+55.1% | $8,084-14.0% | $5,306+31.0% |