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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 | $59,968 | $99,875-40.0% | $146,866-59.2% | $86,983-31.1% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 16.01% | 28.10%-12.1pp | 102.85%-86.8pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,118 | $6,322-3.2% | $7,759-21.1% | $4,194+45.9% |
| Admin fee / account holder | $3,569 | $7,838-54.5% | $13,620-73.8% | $7,856-54.6% |