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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 | $69,802 | $101,798-31.4% | $165,071-57.7% | $80,935-13.8% |
| Participation rate | 52.8% | 71.8%-19.1pp | 78.6%-25.8pp | 67.7%-14.9pp |
| Annual return | 14.84% | 16.73%-1.9pp | 70.17%-55.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,563 | $4,476+1.9% | $6,035-24.4% | $4,299+6.1% |
| Admin fee / account holder | $7,725 | $8,221-6.0% | $12,695-39.1% | $6,924+11.6% |