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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 | $59,601 | $72,486-17.8% | $87,103-31.6% | $72,976-18.3% |
| Participation rate | 44.8% | 72.8%-28.0pp | 76.9%-32.0pp | 69.5%-24.7pp |
| Annual return | 17.20% | 24.46%-7.3pp | 28.19%-11.0pp | 81.02%-63.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,500 | $3,270+37.6% | $4,049+11.1% | $3,608+24.7% |
| Admin fee / account holder | $13,831 | $5,055+173.6% | $7,491+84.6% | $5,124+169.9% |