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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 | $62,638 | $45,343+38.1% | $150,298-58.3% | $67,986-7.9% |
| Participation rate | 24.8% | 51.9%-27.1pp | 77.8%-53.0pp | 57.2%-32.4pp |
| Annual return | 12.40% | 33.28%-20.9pp | 62.79%-50.4pp | 31.67%-19.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,746 | $2,055-15.0% | $5,453-68.0% | $3,358-48.0% |
| Admin fee / account holder | $10,475 | $2,250+365.6% | $14,116-25.8% | $3,203+227.0% |