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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 | $62,145 | $62,672-0.8% | $185,117-66.4% | $70,126-11.4% |
| Participation rate | 43.8% | 63.8%-20.0pp | 77.3%-33.5pp | 69.5%-25.8pp |
| Annual return | 13.38% | 40.79%-27.4pp | 40.50%-27.1pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,500 | $3,272-54.1% | $5,045-70.3% | $3,332-55.0% |
| Admin fee / account holder | $8,322 | $3,932+111.7% | $8,159+2.0% | $4,645+79.1% |