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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 | $59,162 | $79,961-26.0% | $98,462-39.9% | $75,177-21.3% |
| Participation rate | 38.2% | 70.4%-32.1pp | 75.2%-36.9pp | 67.2%-29.0pp |
| Annual return | 13.55% | 19.75%-6.2pp | 21.17%-7.6pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,037 | $3,753-45.7% | $4,738-57.0% | $4,126-50.6% |
| Admin fee / account holder | $9,164 | $6,842+33.9% | $8,875+3.3% | $5,651+62.2% |