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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 | $41,299 | $76,371-45.9% | $93,621-55.9% | $72,975-43.4% |
| Participation rate | 69.0% | 71.8%-2.8pp | 75.8%-6.9pp | 69.5%-0.5pp |
| Annual return | 19.07% | 25.82%-6.8pp | 32.76%-13.7pp | 81.01%-61.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,604 | $3,538-54.7% | $4,070-60.6% | $3,608-55.5% |
| Admin fee / account holder | $3,316 | $6,839-51.5% | $7,890-58.0% | $5,124-35.3% |