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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 | $76,239 | $76,834-0.8% | $108,359-29.6% | $87,485-12.9% |
| Participation rate | 25.0% | 61.7%-36.7pp | 70.1%-45.1pp | 68.9%-43.9pp |
| Annual return | 15.46% | 19.09%-3.6pp | 36.89%-21.4pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,925 | $3,100-37.9% | $4,137-53.5% | $4,274-54.9% |
| Admin fee / account holder | $1,664 | $6,537-74.5% | $9,741-82.9% | $7,775-78.6% |