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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 | $56,141 | $63,845-12.1% | $81,370-31.0% | $80,959-30.7% |
| Participation rate | 60.4% | 63.9%-3.5pp | 69.5%-9.1pp | 67.7%-7.3pp |
| Annual return | 11.92% | 16.37%-4.4pp | 24.85%-12.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,146 | $3,093-63.0% | $3,885-70.5% | $4,300-73.4% |
| Admin fee / account holder | $3,613 | $5,688-36.5% | $5,749-37.2% | $6,925-47.8% |