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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 | $63,916 | $67,894-5.9% | $89,340-28.5% | $82,448-22.5% |
| Participation rate | 51.5% | 64.0%-12.5pp | 69.6%-18.1pp | 68.1%-16.6pp |
| Annual return | 12.94% | 19.21%-6.3pp | 20.57%-7.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,615 | $3,072+50.2% | $3,823+20.7% | $4,139+11.5% |
| Admin fee / account holder | $939 | $5,723-83.6% | $6,704-86.0% | $7,234-87.0% |