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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 | $69,492 | $107,421-35.3% | $182,262-61.9% | $94,015-26.1% |
| Participation rate | 42.3% | 77.8%-35.5pp | 84.2%-41.9pp | 70.8%-28.5pp |
| Annual return | 13.78% | 21.32%-7.5pp | 140.60%-126.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,808 | $6,558-57.2% | $8,276-66.1% | $4,249-33.9% |
| Admin fee / account holder | $1,550 | $8,692-82.2% | $16,712-90.7% | $8,951-82.7% |