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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 | $29,130 | $64,920-55.1% | $103,693-71.9% | $86,983-66.5% |
| Participation rate | 60.0% | 63.6%-3.6pp | 72.6%-12.6pp | 69.5%-9.5pp |
| Annual return | 17.17% | 30.29%-13.1pp | 47.61%-30.4pp | 25.83%-8.7pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,394 | $3,241+4.7% | $4,579-25.9% | $4,194-19.1% |
| Admin fee / account holder | $521 | $6,191-91.6% | $7,858-93.4% | $7,856-93.4% |