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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 | $53,726 | $56,054-4.2% | $171,082-68.6% | $62,881-14.6% |
| Participation rate | 56.0% | 62.9%-6.9pp | 76.7%-20.7pp | 69.3%-13.3pp |
| Annual return | 5.57% | 22.52%-16.9pp | 32.56%-27.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,858 | $3,158+22.2% | $4,797-19.6% | $3,203+20.4% |
| Admin fee / account holder | $360 | $3,647-90.1% | $8,520-95.8% | $4,296-91.6% |