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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 | $63,708 | $41,377+54.0% | $109,313-41.7% | $62,881+1.3% |
| Participation rate | 18.8% | 57.5%-38.8pp | 71.3%-52.5pp | 69.3%-50.6pp |
| Annual return | 8.90% | 11.05%-2.1pp | 22.07%-13.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,571 | $2,045-23.2% | $3,166-50.4% | $3,203-51.0% |
| Admin fee / account holder | $663 | $2,884-77.0% | $5,666-88.3% | $4,296-84.6% |