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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 | $61,798 | $100,194-38.3% | $122,979-49.7% | $86,983-29.0% |
| Participation rate | 68.6% | 73.0%-4.4pp | 77.2%-8.6pp | 69.5%-1.0pp |
| Annual return | 14.76% | 16.47%-1.7pp | 20.12%-5.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,427 | $4,133-17.1% | $5,003-31.5% | $4,194-18.3% |
| Admin fee / account holder | $2,818 | $10,148-72.2% | $12,864-78.1% | $7,856-64.1% |