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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 | $54,899 | $72,273-24.0% | $101,275-45.8% | $79,856-31.3% |
| Participation rate | 59.3% | 68.5%-9.1pp | 75.8%-16.5pp | 69.6%-10.3pp |
| Annual return | 14.57% | 22.30%-7.7pp | 46.48%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,519 | $3,282-23.2% | $4,371-42.4% | $3,741-32.7% |
| Admin fee / account holder | $624 | $4,401-85.8% | $5,948-89.5% | $5,306-88.2% |