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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 | $49,849 | $58,512-14.8% | $84,020-40.7% | $72,983-31.7% |
| Participation rate | 69.4% | 61.2%+8.2pp | 69.0%+0.4pp | 69.5%0pp |
| Annual return | 21.44% | 28.93%-7.5pp | 71.31%-49.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,289 | $2,394-4.4% | $3,239-29.3% | $3,608-36.6% |
| Admin fee / account holder | $859 | $4,569-81.2% | $6,101-85.9% | $5,124-83.2% |