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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 | $55,880 | $71,197-21.5% | $93,669-40.3% | $80,925-30.9% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.7%-32.6pp |
| Annual return | 11.67% | 11.27%+0.4pp | 133.59%-121.9pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,343 | $4,036-41.9% | $4,416-46.9% | $4,299-45.5% |
| Admin fee / account holder | $2,648 | $6,959-61.9% | $8,291-68.1% | $6,940-61.8% |