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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 | $71,461 | $110,303-35.2% | $95,759-25.4% | $139,487-48.8% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 16.23% | 27.19%-11.0pp | 28.42%-12.2pp | 373.84%-357.6pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,878 | $4,674-17.0% | $4,244-8.6% | $6,713-42.2% |
| Admin fee / account holder | $2,027 | $6,615-69.4% | $5,678-64.3% | $11,407-82.2% |