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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 | $76,719 | $91,198-15.9% | $178,503-57.0% | $79,856-3.9% |
| Participation rate | 21.6% | 69.2%-47.6pp | 81.9%-60.4pp | 69.6%-48.1pp |
| Annual return | 11.13% | 24.20%-13.1pp | 151.12%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,043 | $3,237-67.8% | $5,202-80.0% | $3,741-72.1% |
| Admin fee / account holder | $1,558 | $6,748-76.9% | $13,987-88.9% | $5,306-70.6% |