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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 | $58,226 | $72,027-19.2% | $185,861-68.7% | $79,856-27.1% |
| Participation rate | 42.4% | 65.8%-23.3pp | 78.0%-35.6pp | 69.6%-27.2pp |
| Annual return | 14.26% | 23.13%-8.9pp | 35.96%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,263 | $3,780-66.6% | $5,634-77.6% | $3,741-66.2% |
| Admin fee / account holder | $3,661 | $4,513-18.9% | $9,503-61.5% | $5,306-31.0% |