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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 | $106,864-43.9% | $147,318-59.3% | $82,637-27.4% |
| Participation rate | 68.0% | 75.5%-7.5pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 16.01% | 27.49%-11.5pp | 70.43%-54.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,118 | $6,496-5.8% | $7,906-22.6% | $4,126+48.3% |
| Admin fee / account holder | $3,569 | $8,415-57.6% | $13,708-74.0% | $7,339-51.4% |