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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 | $37,357 | $64,920-42.5% | $103,693-64.0% | $86,983-57.1% |
| Participation rate | 56.8% | 63.6%-6.8pp | 72.6%-15.9pp | 69.5%-12.8pp |
| Annual return | 16.01% | 30.29%-14.3pp | 47.61%-31.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,662 | $3,241-17.9% | $4,579-41.9% | $4,194-36.5% |
| Admin fee / account holder | $4,964 | $6,191-19.8% | $7,858-36.8% | $7,856-36.8% |