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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 | $57,194 | $91,439-37.5% | $135,974-57.9% | $71,511-20.0% |
| Participation rate | 27.6% | 75.7%-48.1pp | 81.9%-54.3pp | 67.9%-40.3pp |
| Annual return | 24.69% | 29.90%-5.2pp | 68.30%-43.6pp | 28.86%-4.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,131 | $7,093-55.9% | $7,760-59.7% | $4,291-27.0% |
| Admin fee / account holder | $3,700 | $1,267+192.1% | $10,767-65.6% | $1,588+132.9% |