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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 | $59,295 | $48,364+22.6% | $71,796-17.4% | $62,881-5.7% |
| Participation rate | 27.9% | 60.6%-32.7pp | 69.1%-41.2pp | 69.3%-41.4pp |
| Annual return | 9.68% | 13.16%-3.5pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,401 | $2,091-33.0% | $2,794-49.9% | $3,203-56.3% |
| Admin fee / account holder | $3,642 | $3,771-3.4% | $4,815-24.4% | $4,296-15.2% |