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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 | $69,245 | $87,132-20.5% | $105,624-34.4% | $80,959-14.5% |
| Participation rate | 59.1% | 70.4%-11.3pp | 75.3%-16.2pp | 67.7%-8.6pp |
| Annual return | 19.19% | 17.03%+2.2pp | 116.20%-97.0pp | 35.67%-16.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,188 | $3,985-45.1% | $5,013-56.4% | $4,300-49.1% |
| Admin fee / account holder | $1,162 | $8,449-86.2% | $10,961-89.4% | $6,925-83.2% |