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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 | $56,059 | $72,492-22.7% | $87,104-35.6% | $72,975-23.2% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.9%-31.4pp | 69.5%-24.0pp |
| Annual return | 24.85% | 24.46%+0.4pp | 28.19%-3.3pp | 81.01%-56.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,160 | $3,270-3.3% | $4,048-21.9% | $3,608-12.4% |
| Admin fee / account holder | $1,903 | $5,055-62.3% | $7,491-74.6% | $5,124-62.9% |