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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 | $62,149 | $70,486-11.8% | $100,535-38.2% | $79,856-22.2% |
| Participation rate | 48.6% | 73.6%-25.0pp | 79.4%-30.8pp | 69.6%-21.0pp |
| Annual return | 16.44% | 21.90%-5.5pp | 30.90%-14.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,430 | $5,182-33.8% | $6,271-45.3% | $3,741-8.3% |
| Admin fee / account holder | $2,326 | $4,480-48.1% | $8,085-71.2% | $5,306-56.2% |