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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 | $55,856 | $56,544-1.2% | $75,501-26.0% | $70,126-20.3% |
| Participation rate | 67.6% | 68.1%-0.5pp | 72.4%-4.8pp | 69.5%-1.9pp |
| Annual return | 13.63% | 23.59%-10.0pp | 27.35%-13.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,178 | $2,580-54.3% | $3,142-62.5% | $3,332-64.7% |
| Admin fee / account holder | $15,447 | $3,827+303.7% | $5,801+166.3% | $4,645+232.5% |