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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 | $60,287 | $95,453-36.8% | $112,040-46.2% | $82,448-26.9% |
| Participation rate | 63.8% | 72.8%-9.0pp | 76.5%-12.7pp | 68.1%-4.3pp |
| Annual return | 16.03% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,791 | $4,224+60.8% | $5,098+33.2% | $4,139+64.1% |
| Admin fee / account holder | $2,955 | $9,013-67.2% | $12,098-75.6% | $7,234-59.2% |