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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 | $57,362 | $106,749-46.3% | $145,433-60.6% | $82,448-30.4% |
| Participation rate | 26.5% | 75.6%-49.1pp | 82.1%-55.6pp | 68.1%-41.5pp |
| Annual return | 15.18% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,218 | $6,519-50.6% | $7,897-59.3% | $4,139-22.3% |
| Admin fee / account holder | $20,715 | $8,390+146.9% | $13,129+57.8% | $7,234+186.3% |