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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 | $62,181 | $90,486-31.3% | $78,676-21.0% | $273,972-77.3% |
| Participation rate | 58.8% | 76.5%-17.7pp | 73.6%-14.7pp | 83.0%-24.2pp |
| Annual return | 6.07% | 75.62%-69.6pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,149 | $3,901+6.3% | $3,517+18.0% | $5,287-21.5% |
| Admin fee / account holder | $12,059 | $5,263+129.1% | $4,510+167.4% | $10,133+19.0% |