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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 | $51,705 | $65,027-20.5% | $90,970-43.2% | $79,852-35.2% |
| Participation rate | 58.3% | 61.6%-3.3pp | 69.0%-10.7pp | 69.6%-11.3pp |
| Annual return | 15.88% | 30.45%-14.6pp | 134.58%-118.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,352 | $2,512-6.4% | $3,373-30.3% | $3,740-37.1% |
| Admin fee / account holder | $4,343 | $4,535-4.2% | $5,960-27.1% | $5,306-18.2% |