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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 | $65,589 | $135,956-51.8% | $123,894-47.1% | $273,972-76.1% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 5.89% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,130 | $6,343-66.4% | $5,984-64.4% | $5,287-59.7% |
| Admin fee / account holder | $1,737 | $9,817-82.3% | $8,357-79.2% | $10,133-82.9% |