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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 | $62,894 | $88,996-29.3% | $78,004-19.4% | $138,895-54.7% |
| Participation rate | 28.6% | 74.4%-45.8pp | 69.4%-40.9pp | 79.9%-51.3pp |
| Annual return | 13.52% | 28.03%-14.5pp | 31.07%-17.5pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,375 | $4,724-70.9% | $4,092-66.4% | $6,396-78.5% |
| Admin fee / account holder | $332 | $8,807-96.2% | $7,578-95.6% | $12,562-97.4% |