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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 | $57,461 | $81,457-29.5% | $103,378-44.4% | $80,911-29.0% |
| Participation rate | 12.0% | 66.8%-54.8pp | 74.5%-62.5pp | 67.6%-55.6pp |
| Annual return | 13.71% | 25.58%-11.9pp | 24.91%-11.2pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,194 | $3,871-43.3% | $5,058-56.6% | $4,297-49.0% |
| Admin fee / account holder | $13,115 | $6,717+95.3% | $8,401+56.1% | $6,935+89.1% |