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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 | $55,789 | $81,358-31.4% | $155,556-64.1% | $80,959-31.1% |
| Participation rate | 35.9% | 66.3%-30.4pp | 78.2%-42.3pp | 67.7%-31.8pp |
| Annual return | 13.51% | 33.39%-19.9pp | 64.84%-51.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,817 | $3,455-18.5% | $5,631-50.0% | $4,300-34.5% |
| Admin fee / account holder | $5,505 | $7,994-31.1% | $15,885-65.3% | $6,925-20.5% |