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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 | $29,505 | $93,345-68.4% | $119,126-75.2% | $87,485-66.3% |
| Participation rate | 63.6% | 68.7%-5.1pp | 75.8%-12.1pp | 68.9%-5.3pp |
| Annual return | 13.92% | 19.08%-5.2pp | 282.11%-268.2pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,875 | $4,099-29.8% | $5,318-45.9% | $4,274-32.7% |
| Admin fee / account holder | $2,159 | $8,039-73.1% | $10,693-79.8% | $7,775-72.2% |