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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 | $72,163 | $93,064-22.5% | $74,577-3.2% | $273,972-73.7% |
| Participation rate | 62.5% | 74.9%-12.4pp | 68.1%-5.6pp | 83.0%-20.5pp |
| Annual return | 6.72% | 26.18%-19.5pp | 20.47%-13.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,292 | $4,160-44.9% | $3,458-33.7% | $5,287-56.6% |
| Admin fee / account holder | $9,195 | $5,273+74.4% | $4,138+122.2% | $10,133-9.2% |