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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 | $64,118 | $43,075+48.9% | $74,577-14.0% | $62,881+2.0% |
| Participation rate | 45.5% | 58.1%-12.6pp | 68.1%-22.7pp | 69.3%-23.9pp |
| Annual return | 5.90% | 17.50%-11.6pp | 20.47%-14.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $910 | $2,389-61.9% | $3,458-73.7% | $3,203-71.6% |
| Admin fee / account holder | $859 | $2,840-69.7% | $4,138-79.2% | $4,296-80.0% |