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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 | $66,731 | $81,504-18.1% | $102,437-34.9% | $80,959-17.6% |
| Participation rate | 16.7% | 66.9%-50.2pp | 74.5%-57.8pp | 67.7%-51.0pp |
| Annual return | 11.12% | 25.60%-14.5pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,925 | $3,871-24.4% | $5,060-42.2% | $4,300-32.0% |
| Admin fee / account holder | $8,747 | $6,719+30.2% | $8,388+4.3% | $6,925+26.3% |