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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 | $81,446-18.1% | $103,374-35.4% | $80,874-17.5% |
| Participation rate | 16.7% | 66.9%-50.2pp | 74.5%-57.8pp | 67.6%-51.0pp |
| Annual return | 11.12% | 25.57%-14.4pp | 24.89%-13.8pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,925 | $3,870-24.4% | $5,058-42.2% | $4,297-31.9% |
| Admin fee / account holder | $8,747 | $6,715+30.3% | $8,394+4.2% | $6,935+26.1% |