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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 | $63,144 | $72,607-13.0% | $90,259-30.0% | $87,485-27.8% |
| Participation rate | 34.8% | 64.8%-30.0pp | 70.7%-35.9pp | 68.9%-34.1pp |
| Annual return | 33.08% | 18.59%+14.5pp | 18.88%+14.2pp | 26.06%+7.0pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,301 | $3,055-24.7% | $3,827-39.9% | $4,274-46.2% |
| Admin fee / account holder | $1,020 | $5,947-82.9% | $7,267-86.0% | $7,775-86.9% |