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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 | $62,489 | $67,602-7.6% | $82,312-24.1% | $70,126-10.9% |
| Participation rate | 40.6% | 72.8%-32.1pp | 76.9%-36.3pp | 69.5%-28.9pp |
| Annual return | 15.49% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,712 | $2,987-42.7% | $3,706-53.8% | $3,332-48.6% |
| Admin fee / account holder | $13,103 | $4,512+190.4% | $5,608+133.7% | $4,645+182.1% |