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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 | $58,406 | $76,642-23.8% | $146,866-60.2% | $65,306-10.6% |
| Participation rate | 47.0% | 61.2%-14.2pp | 82.5%-35.5pp | 57.7%-10.7pp |
| Annual return | 19.72% | 33.40%-13.7pp | 102.85%-83.1pp | 21.94%-2.2pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $8,020 | $4,864+64.9% | $7,759+3.4% | $2,959+171.0% |
| Admin fee / account holder | $8,548 | $3,960+115.8% | $13,620-37.2% | $3,480+145.6% |