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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 | $72,149 | $76,407-5.6% | $150,298-52.0% | $82,448-12.5% |
| Participation rate | 23.3% | 66.4%-43.1pp | 77.8%-54.5pp | 68.1%-44.8pp |
| Annual return | 13.86% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,238 | $3,214-30.4% | $5,453-59.0% | $4,139-45.9% |
| Admin fee / account holder | $4,127 | $6,352-35.0% | $14,116-70.8% | $7,234-43.0% |