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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 | $45,255 | $80,992-44.1% | $96,534-53.1% | $75,173-39.8% |
| Participation rate | 64.5% | 71.8%-7.3pp | 76.0%-11.5pp | 67.2%-2.7pp |
| Annual return | 18.93% | 27.05%-8.1pp | 25.88%-7.0pp | 160.72%-141.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,468 | $3,929+39.2% | $4,851+12.7% | $4,126+32.5% |
| Admin fee / account holder | $2,429 | $6,717-63.8% | $8,253-70.6% | $5,651-57.0% |