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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 | $61,283 | $87,834-30.2% | $133,975-54.3% | $62,881-2.5% |
| Participation rate | 34.4% | 83.4%-49.0pp | 87.1%-52.7pp | 69.3%-34.9pp |
| Annual return | 10.90% | 12.05%-1.2pp | 29.29%-18.4pp | 20.14%-9.2pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,534 | $4,812+15.0% | $6,282-11.9% | $3,203+72.8% |
| Admin fee / account holder | $1,703 | $5,372-68.3% | $9,324-81.7% | $4,296-60.4% |