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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 | $54,686 | $93,598-41.6% | $135,974-59.8% | $75,173-27.3% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 19.64% | 30.89%-11.2pp | 68.30%-48.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,855 | $6,405+22.6% | $7,760+1.2% | $4,126+90.4% |
| Admin fee / account holder | $7,498 | $6,978+7.5% | $10,767-30.4% | $5,651+32.7% |