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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 | $73,562 | $74,535-1.3% | $100,712-27.0% | $82,637-11.0% |
| Participation rate | 19.3% | 61.2%-41.9pp | 69.3%-50.0pp | 68.1%-48.8pp |
| Annual return | 16.13% | 18.92%-2.8pp | 33.27%-17.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,399 | $3,074-54.5% | $4,085-65.8% | $4,126-66.1% |
| Admin fee / account holder | $1,728 | $6,576-73.7% | $9,256-81.3% | $7,339-76.5% |