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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 | $56,987 | $88,996-36.0% | $78,004-26.9% | $138,895-59.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 17.20% | 28.03%-10.8pp | 31.07%-13.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,676 | $4,724-43.4% | $4,092-34.6% | $6,396-58.2% |
| Admin fee / account holder | $354 | $8,807-96.0% | $7,578-95.3% | $12,562-97.2% |