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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 | $29,325 | $60,349-51.4% | $74,184-60.5% | $62,881-53.4% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 48.03% | 21.38%+26.7pp | 17.74%+30.3pp | 20.14%+27.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,893 | $2,856+176.4% | $3,550+122.4% | $3,203+146.4% |
| Admin fee / account holder | $3,830 | $4,261-10.1% | $5,586-31.4% | $4,296-10.8% |