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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 | $55,480 | $77,574-28.5% | $108,753-49.0% | $86,983-36.2% |
| Participation rate | 34.0% | 62.3%-28.3pp | 71.1%-37.1pp | 69.5%-35.5pp |
| Annual return | 16.17% | 18.42%-2.2pp | 37.47%-21.3pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,993 | $3,128-36.3% | $4,115-51.6% | $4,194-52.5% |
| Admin fee / account holder | $1,405 | $6,529-78.5% | $10,320-86.4% | $7,856-82.1% |