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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 | $73,014 | $108,825-32.9% | $156,181-53.3% | $82,448-11.4% |
| Participation rate | 35.4% | 72.4%-37.0pp | 78.8%-43.4pp | 68.1%-32.7pp |
| Annual return | 17.32% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,747 | $4,577-40.0% | $6,132-55.2% | $4,139-33.6% |
| Admin fee / account holder | $10,672 | $9,341+14.3% | $14,586-26.8% | $7,234+47.5% |