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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 | $54,967 | $64,920-15.3% | $103,693-47.0% | $86,983-36.8% |
| Participation rate | 32.0% | 63.6%-31.6pp | 72.6%-40.6pp | 69.5%-37.5pp |
| Annual return | 20.52% | 30.29%-9.8pp | 47.61%-27.1pp | 25.83%-5.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,192 | $3,241-32.4% | $4,579-52.1% | $4,194-47.7% |
| Admin fee / account holder | $319 | $6,191-94.8% | $7,858-95.9% | $7,856-95.9% |