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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 | $72,061 | $97,648-26.2% | $121,663-40.8% | $87,485-17.6% |
| Participation rate | 26.5% | 70.5%-44.0pp | 74.5%-48.0pp | 68.9%-42.5pp |
| Annual return | 22.55% | 18.03%+4.5pp | 147.54%-125.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,119 | $3,923-46.0% | $4,887-56.6% | $4,274-50.4% |
| Admin fee / account holder | $1,621 | $11,100-85.4% | $14,289-88.7% | $7,775-79.1% |