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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 | $75,125 | $99,345-24.4% | $84,753-11.4% | $273,970-72.6% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.30% | 22.93%-20.6pp | 22.78%-20.5pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,884 | $4,270-32.5% | $3,712-22.3% | $5,287-45.5% |
| Admin fee / account holder | $1,441 | $6,645-78.3% | $5,333-73.0% | $10,132-85.8% |