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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 | $110,137-33.7% | $161,149-54.7% | $82,637-11.6% |
| Participation rate | 35.4% | 72.4%-37.0pp | 78.8%-43.5pp | 68.1%-32.7pp |
| Annual return | 17.32% | 20.69%-3.4pp | 21.16%-3.8pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,747 | $4,575-39.9% | $6,153-55.3% | $4,126-33.4% |
| Admin fee / account holder | $10,672 | $9,467+12.7% | $15,194-29.8% | $7,339+45.4% |