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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 | $27,976 | $79,961-65.0% | $98,462-71.6% | $75,177-62.8% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 13.86% | 19.75%-5.9pp | 21.17%-7.3pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,602 | $3,753-30.7% | $4,738-45.1% | $4,126-36.9% |
| Admin fee / account holder | $2,548 | $6,842-62.8% | $8,875-71.3% | $5,651-54.9% |