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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 | $62,661 | $101,752-38.4% | $164,928-62.0% | $80,911-22.6% |
| Participation rate | 26.1% | 71.8%-45.8pp | 78.6%-52.5pp | 67.6%-41.6pp |
| Annual return | 13.12% | 16.73%-3.6pp | 70.08%-57.0pp | 35.63%-22.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,193 | $4,477-51.0% | $6,034-63.7% | $4,297-49.0% |
| Admin fee / account holder | $1,551 | $8,218-81.1% | $12,684-87.8% | $6,935-77.6% |