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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 | $65,336 | $101,752-35.8% | $164,928-60.4% | $80,911-19.2% |
| Participation rate | 31.3% | 71.8%-40.6pp | 78.6%-47.4pp | 67.6%-36.4pp |
| Annual return | 18.68% | 16.73%+2.0pp | 70.08%-51.4pp | 35.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,756 | $4,477-38.4% | $6,034-54.3% | $4,297-35.9% |
| Admin fee / account holder | $4,179 | $8,218-49.1% | $12,684-67.1% | $6,935-39.7% |