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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 | $63,494 | $45,343+40.0% | $150,298-57.8% | $67,986-6.6% |
| Participation rate | 26.9% | 51.9%-25.0pp | 77.8%-50.9pp | 57.2%-30.4pp |
| Annual return | 14.05% | 33.28%-19.2pp | 62.79%-48.7pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $912 | $2,055-55.6% | $5,453-83.3% | $3,358-72.9% |
| Admin fee / account holder | $2,638 | $2,250+17.3% | $14,116-81.3% | $3,203-17.6% |