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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 | $70,539 | $80,992-12.9% | $96,534-26.9% | $75,173-6.2% |
| Participation rate | 47.3% | 71.8%-24.5pp | 76.0%-28.7pp | 67.2%-19.9pp |
| Annual return | 14.20% | 27.05%-12.9pp | 25.88%-11.7pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,486 | $3,929-36.7% | $4,851-48.7% | $4,126-39.7% |
| Admin fee / account holder | $13,348 | $6,717+98.7% | $8,253+61.7% | $5,651+136.2% |