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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 | $60,041 | $73,988-18.9% | $96,538-37.8% | $75,177-20.1% |
| Participation rate | 56.4% | 66.4%-10.1pp | 74.3%-18.0pp | 67.2%-10.8pp |
| Annual return | 16.34% | 26.73%-10.4pp | 35.74%-19.4pp | 160.75%-144.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,355 | $3,660-35.7% | $4,880-51.7% | $4,126-42.9% |
| Admin fee / account holder | $4,465 | $5,220-14.4% | $6,737-33.7% | $5,651-21.0% |