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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 | $57,314 | $67,602-15.2% | $82,312-30.4% | $70,126-18.3% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 18.22% | 21.57%-3.3pp | 25.88%-7.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,025 | $2,987+68.2% | $3,706+35.6% | $3,332+50.8% |
| Admin fee / account holder | $8,782 | $4,512+94.7% | $5,608+56.6% | $4,645+89.1% |