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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 | $52,510 | $60,349-13.0% | $74,184-29.2% | $62,881-16.5% |
| Participation rate | 65.9% | 72.7%-6.9pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 8.55% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,643 | $2,856+27.5% | $3,550+2.6% | $3,203+13.7% |
| Admin fee / account holder | $4,051 | $4,261-4.9% | $5,586-27.5% | $4,296-5.7% |