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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 | $64,741 | $101,763-36.4% | $164,866-60.7% | $80,874-19.9% |
| Participation rate | 58.1% | 71.8%-13.8pp | 78.6%-20.5pp | 67.6%-9.6pp |
| Annual return | 10.89% | 16.73%-5.8pp | 69.97%-59.1pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,131 | $4,477-52.4% | $6,033-64.7% | $4,297-50.4% |
| Admin fee / account holder | $889 | $8,228-89.2% | $12,689-93.0% | $6,935-87.2% |