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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 | $66,280 | $91,760-27.8% | $156,181-57.6% | $67,986-2.5% |
| Participation rate | 27.0% | 65.0%-38.0pp | 78.8%-51.8pp | 57.2%-30.2pp |
| Annual return | 21.42% | 18.14%+3.3pp | 64.87%-43.5pp | 31.67%-10.2pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,445 | $3,960-38.3% | $6,132-60.1% | $3,358-27.2% |
| Admin fee / account holder | $1,287 | $3,949-67.4% | $14,586-91.2% | $3,203-59.8% |