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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 | $49,127 | $76,551-35.8% | $123,894-60.3% | $62,881-21.9% |
| Participation rate | 64.5% | 73.0%-8.5pp | 81.4%-16.9pp | 69.3%-4.8pp |
| Annual return | 7.14% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,854 | $4,840+21.0% | $5,984-2.2% | $3,203+82.8% |
| Admin fee / account holder | $3,227 | $4,826-33.1% | $8,357-61.4% | $4,296-24.9% |