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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 | $78,118 | $91,559-14.7% | $133,978-41.7% | $79,856-2.2% |
| Participation rate | 47.7% | 73.3%-25.6pp | 79.8%-32.1pp | 69.6%-21.9pp |
| Annual return | 12.73% | 61.85%-49.1pp | 45.10%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,259 | $3,734-39.5% | $5,047-55.2% | $3,741-39.6% |
| Admin fee / account holder | $3,113 | $6,321-50.8% | $8,930-65.1% | $5,306-41.3% |