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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 | $52,912 | $39,132+35.2% | $57,196-7.5% | $62,881-15.9% |
| Participation rate | 68.4% | 70.5%-2.1pp | 75.3%-6.9pp | 69.3%-0.9pp |
| Annual return | 6.03% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,415 | $2,374+86.0% | $3,096+42.6% | $3,203+37.9% |
| Admin fee / account holder | $772 | $2,594-70.2% | $3,141-75.4% | $4,296-82.0% |