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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 | $47,857 | $63,809-25.0% | $81,353-41.2% | $80,935-40.9% |
| Participation rate | 59.4% | 63.9%-4.5pp | 69.5%-10.2pp | 67.7%-8.3pp |
| Annual return | 15.94% | 16.37%-0.4pp | 24.82%-8.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,050 | $3,093+127.9% | $3,885+81.5% | $4,299+64.0% |
| Admin fee / account holder | $935 | $5,686-83.6% | $5,766-83.8% | $6,924-86.5% |