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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 | $63,174 | $70,435-10.3% | $96,575-34.6% | $85,856-26.4% |
| Participation rate | 31.6% | 61.8%-30.2pp | 69.8%-38.2pp | 69.3%-37.7pp |
| Annual return | 15.01% | 18.59%-3.6pp | 37.79%-22.8pp | 318.58%-303.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,532 | $2,894-12.5% | $3,849-34.2% | $3,952-35.9% |
| Admin fee / account holder | $789 | $4,997-84.2% | $6,182-87.2% | $6,261-87.4% |