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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 | $41,427 | $65,361-36.6% | $92,903-55.4% | $72,983-43.2% |
| Participation rate | 65.6% | 68.3%-2.7pp | 76.0%-10.4pp | 69.5%-3.9pp |
| Annual return | 20.04% | 42.11%-22.1pp | 109.43%-89.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,327 | $3,128-57.6% | $4,238-68.7% | $3,608-63.2% |
| Admin fee / account holder | $2,279 | $4,251-46.4% | $5,795-60.7% | $5,124-55.5% |