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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 | $61,286 | $80,992-24.3% | $96,534-36.5% | $75,173-18.5% |
| Participation rate | 50.7% | 71.8%-21.1pp | 76.0%-25.3pp | 67.2%-16.5pp |
| Annual return | 17.67% | 27.05%-9.4pp | 25.88%-8.2pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,814 | $3,929-28.4% | $4,851-42.0% | $4,126-31.8% |
| Admin fee / account holder | $2,257 | $6,717-66.4% | $8,253-72.7% | $5,651-60.1% |