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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 | $64,049 | $72,486-11.6% | $87,103-26.5% | $72,976-12.2% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 22.06% | 24.46%-2.4pp | 28.19%-6.1pp | 81.02%-59.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,149 | $3,270+57.5% | $4,049+27.2% | $3,608+42.7% |
| Admin fee / account holder | $7,417 | $5,055+46.7% | $7,491-1.0% | $5,124+44.8% |