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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 | $57,185 | $52,580+8.8% | $71,671-20.2% | $70,126-18.5% |
| Participation rate | 43.8% | 60.9%-17.1pp | 68.7%-25.0pp | 69.5%-25.8pp |
| Annual return | 15.12% | 20.25%-5.1pp | 20.65%-5.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,021 | $2,386-57.2% | $3,438-70.3% | $3,332-69.4% |
| Admin fee / account holder | $787 | $3,653-78.5% | $5,558-85.9% | $4,645-83.1% |