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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 | $81,276-11.0% | $155,574-53.5% | $80,925-10.6% |
| Participation rate | 35.6% | 66.2%-30.7pp | 78.2%-42.7pp | 67.7%-32.1pp |
| Annual return | 11.98% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,120 | $3,453-38.6% | $5,629-62.3% | $4,299-50.7% |
| Admin fee / account holder | $2,181 | $7,993-72.7% | $15,914-86.3% | $6,940-68.6% |