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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 | $66,659 | $54,541+22.2% | $78,778-15.4% | $70,126-4.9% |
| Participation rate | 53.1% | 60.8%-7.7pp | 69.2%-16.1pp | 69.5%-16.4pp |
| Annual return | 12.52% | 21.07%-8.5pp | 35.62%-23.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,279 | $2,210-42.1% | $2,958-56.8% | $3,332-61.6% |
| Admin fee / account holder | $560 | $3,709-84.9% | $5,134-89.1% | $4,645-87.9% |