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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 | $58,260 | $86,919-33.0% | $102,457-43.1% | $80,911-28.0% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 15.48% | 18.90%-3.4pp | 29.41%-13.9pp | 35.63%-20.2pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,210 | $4,119+26.5% | $5,054+3.1% | $4,297+21.2% |
| Admin fee / account holder | $6,060 | $8,049-24.7% | $9,451-35.9% | $6,935-12.6% |