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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 | $63,063 | $65,395-3.6% | $182,540-65.5% | $72,975-13.6% |
| Participation rate | 24.0% | 65.4%-41.4pp | 78.0%-54.0pp | 69.5%-45.5pp |
| Annual return | 24.68% | 27.68%-3.0pp | 148.58%-123.9pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,501 | $3,563-57.9% | $5,525-72.8% | $3,608-58.4% |
| Admin fee / account holder | $1,292 | $4,245-69.6% | $8,593-85.0% | $5,124-74.8% |