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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 | $54,992 | $58,493-6.0% | $84,021-34.6% | $72,975-24.6% |
| Participation rate | 46.6% | 61.2%-14.7pp | 69.0%-22.5pp | 69.5%-22.9pp |
| Annual return | 18.55% | 28.93%-10.4pp | 71.32%-52.8pp | 81.01%-62.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,752 | $2,394+56.7% | $3,239+15.8% | $3,608+4.0% |
| Admin fee / account holder | $5,386 | $4,569+17.9% | $6,102-11.7% | $5,124+5.1% |