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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 | $72,353 | $81,358-11.1% | $155,556-53.5% | $80,959-10.6% |
| Participation rate | 35.6% | 66.3%-30.7pp | 78.2%-42.7pp | 67.7%-32.1pp |
| Annual return | 11.98% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,120 | $3,455-38.7% | $5,631-62.4% | $4,300-50.7% |
| Admin fee / account holder | $2,181 | $7,994-72.7% | $15,885-86.3% | $6,925-68.5% |