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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 | $66,012 | $81,504-19.0% | $102,437-35.6% | $80,959-18.5% |
| Participation rate | 29.4% | 66.9%-37.4pp | 74.5%-45.1pp | 67.7%-38.3pp |
| Annual return | 21.83% | 25.60%-3.8pp | 24.95%-3.1pp | 35.67%-13.8pp |
| Employer contribution / active EE | $4 | $3,104-99.9% | $3,871-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,910 | $6,719-41.8% | $8,388-53.4% | $6,925-43.5% |