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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 | $64,965 | $67,602-3.9% | $82,312-21.1% | $70,126-7.4% |
| Participation rate | 44.9% | 72.8%-27.9pp | 76.9%-32.0pp | 69.5%-24.6pp |
| Annual return | 17.43% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,438 | $2,987-51.9% | $3,706-61.2% | $3,332-56.9% |
| Admin fee / account holder | $8,571 | $4,512+90.0% | $5,608+52.8% | $4,645+84.5% |