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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 | $62,460 | $64,890-3.7% | $134,172-53.4% | $67,986-8.1% |
| Participation rate | 29.8% | 48.5%-18.7pp | 72.5%-42.7pp | 57.2%-27.4pp |
| Annual return | 19.67% | 16.12%+3.5pp | 25.30%-5.6pp | 31.67%-12.0pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,065 | $2,289-53.5% | $4,690-77.3% | $3,358-68.3% |
| Admin fee / account holder | $3,647 | $3,140+16.1% | $12,016-69.7% | $3,203+13.8% |