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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 | $70,506 | $75,541-6.7% | $152,093-53.6% | $82,637-14.7% |
| Participation rate | 32.1% | 66.5%-34.4pp | 77.8%-45.6pp | 68.1%-35.9pp |
| Annual return | 18.88% | 32.56%-13.7pp | 66.36%-47.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,374 | $3,206-25.9% | $5,451-56.4% | $4,126-42.5% |
| Admin fee / account holder | $1,370 | $6,405-78.6% | $14,497-90.5% | $7,339-81.3% |