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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 | $41,782 | $60,349-30.8% | $74,184-43.7% | $62,881-33.6% |
| Participation rate | 66.0% | 72.7%-6.8pp | 76.6%-10.7pp | 69.3%-3.3pp |
| Annual return | 9.78% | 21.38%-11.6pp | 17.74%-8.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,671 | $2,856-6.5% | $3,550-24.7% | $3,203-16.6% |
| Admin fee / account holder | $16,100 | $4,261+277.9% | $5,586+188.2% | $4,296+274.8% |