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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 | $63,428 | $65,246-2.8% | $98,716-35.7% | $67,986-6.7% |
| Participation rate | 58.2% | 51.4%+6.7pp | 69.3%-11.1pp | 57.2%+1.0pp |
| Annual return | 15.74% | 20.58%-4.8pp | 31.81%-16.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,762 | $2,594+45.0% | $4,048-7.1% | $3,358+12.0% |
| Admin fee / account holder | $5,754 | $4,561+26.2% | $8,703-33.9% | $3,203+79.6% |