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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 | $85,730 | $100,194-14.4% | $122,979-30.3% | $86,983-1.4% |
| Participation rate | 53.6% | 73.0%-19.4pp | 77.2%-23.6pp | 69.5%-16.0pp |
| Annual return | 13.84% | 16.47%-2.6pp | 20.12%-6.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,596 | $4,133-37.2% | $5,003-48.1% | $4,194-38.1% |
| Admin fee / account holder | $6,647 | $10,148-34.5% | $12,864-48.3% | $7,856-15.4% |