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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 | $59,647 | $76,834-22.4% | $108,359-45.0% | $87,485-31.8% |
| Participation rate | 60.0% | 61.7%-1.7pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 13.02% | 19.09%-6.1pp | 36.89%-23.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,157 | $3,100+1.8% | $4,137-23.7% | $4,274-26.1% |
| Admin fee / account holder | $5,508 | $6,537-15.7% | $9,741-43.5% | $7,775-29.2% |