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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 | $54,775 | $81,276-32.6% | $155,574-64.8% | $80,925-32.3% |
| Participation rate | 15.2% | 66.2%-51.0pp | 78.2%-63.0pp | 67.7%-52.4pp |
| Annual return | 13.47% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $997 | $3,453-71.1% | $5,629-82.3% | $4,299-76.8% |
| Admin fee / account holder | $6,513 | $7,993-18.5% | $15,914-59.1% | $6,940-6.2% |