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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 | $45,303 | $47,848-5.3% | $81,473-44.4% | $70,126-35.4% |
| Participation rate | 56.7% | 58.3%-1.6pp | 68.0%-11.3pp | 69.5%-12.9pp |
| Annual return | 20.23% | 27.25%-7.0pp | 38.78%-18.6pp | 73.15%-52.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,184 | $2,453+29.8% | $3,537-10.0% | $3,332-4.4% |
| Admin fee / account holder | $2,889 | $3,145-8.1% | $4,561-36.7% | $4,645-37.8% |