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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 | $54,269 | $80,983-33.0% | $96,544-43.8% | $75,177-27.8% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 21.26% | 27.05%-5.8pp | 25.88%-4.6pp | 160.75%-139.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,006 | $3,929+52.9% | $4,851+23.8% | $4,126+45.5% |
| Admin fee / account holder | $1,007 | $6,717-85.0% | $8,254-87.8% | $5,651-82.2% |