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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 | $35,697 | $67,602-47.2% | $82,312-56.6% | $70,126-49.1% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.9%-13.3pp | 69.5%-5.9pp |
| Annual return | 17.92% | 21.57%-3.6pp | 25.88%-8.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,592 | $2,987-13.2% | $3,706-30.1% | $3,332-22.2% |
| Admin fee / account holder | $470 | $4,512-89.6% | $5,608-91.6% | $4,645-89.9% |