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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 | $61,178 | $76,371-19.9% | $93,621-34.7% | $72,975-16.2% |
| Participation rate | 54.5% | 71.8%-17.2pp | 75.8%-21.3pp | 69.5%-14.9pp |
| Annual return | 20.62% | 25.82%-5.2pp | 32.76%-12.1pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,363 | $3,538-61.5% | $4,070-66.5% | $3,608-62.2% |
| Admin fee / account holder | $392 | $6,839-94.3% | $7,890-95.0% | $5,124-92.3% |