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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 | $58,593 | $77,896-24.8% | $134,172-56.3% | $82,448-28.9% |
| Participation rate | 17.9% | 62.8%-44.9pp | 72.5%-54.6pp | 68.1%-50.2pp |
| Annual return | 16.32% | 18.21%-1.9pp | 25.30%-9.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,751 | $3,162-44.6% | $4,690-62.7% | $4,139-57.7% |
| Admin fee / account holder | $4,770 | $6,336-24.7% | $12,016-60.3% | $7,234-34.1% |