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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 | $58,321 | $60,349-3.4% | $74,184-21.4% | $62,881-7.3% |
| Participation rate | 66.0% | 72.7%-6.7pp | 76.6%-10.6pp | 69.3%-3.3pp |
| Annual return | 6.85% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,468 | $2,856-48.6% | $3,550-58.6% | $3,203-54.2% |
| Admin fee / account holder | $4,026 | $4,261-5.5% | $5,586-27.9% | $4,296-6.3% |