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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 | $60,671 | $81,276-25.4% | $155,574-61.0% | $80,925-25.0% |
| Participation rate | 57.6% | 66.2%-8.6pp | 78.2%-20.6pp | 67.7%-10.0pp |
| Annual return | 11.99% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,649 | $3,453+63.6% | $5,629+0.3% | $4,299+31.4% |
| Admin fee / account holder | $6,299 | $7,993-21.2% | $15,914-60.4% | $6,940-9.2% |