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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 | $78,912 | $163,687-51.8% | $108,745-27.4% | $273,972-71.2% |
| Participation rate | 57.9% | 82.3%-24.4pp | 77.7%-19.8pp | 83.0%-25.1pp |
| Annual return | 10.89% | 31.16%-20.3pp | 46.22%-35.3pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,312 | $7,155+2.2% | $5,121+42.8% | $5,287+38.3% |
| Admin fee / account holder | $4,926 | $12,890-61.8% | $6,144-19.8% | $10,133-51.4% |