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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 | $66,412 | $71,197-6.7% | $93,669-29.1% | $80,925-17.9% |
| Participation rate | 48.7% | 60.4%-11.7pp | 68.7%-20.0pp | 67.7%-18.9pp |
| Annual return | 11.09% | 11.27%-0.2pp | 133.59%-122.5pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,383 | $4,036-41.0% | $4,416-46.0% | $4,299-44.6% |
| Admin fee / account holder | $4,947 | $6,959-28.9% | $8,291-40.3% | $6,940-28.7% |