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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 | $66,920 | $75,541-11.4% | $152,093-56.0% | $82,637-19.0% |
| Participation rate | 34.3% | 66.5%-32.3pp | 77.8%-43.5pp | 68.1%-33.8pp |
| Annual return | 14.78% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,483 | $3,206-22.5% | $5,451-54.4% | $4,126-39.8% |
| Admin fee / account holder | $646 | $6,405-89.9% | $14,497-95.5% | $7,339-91.2% |