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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 | $66,734 | $89,367-25.3% | $141,191-52.7% | $72,975-8.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 22.79% | 111.87%-89.1pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,653 | $5,419-32.6% | $6,710-45.6% | $3,608+1.3% |
| Admin fee / account holder | $3,813 | $5,957-36.0% | $10,264-62.9% | $5,124-25.6% |