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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 | $63,590 | $81,358-21.8% | $155,556-59.1% | $80,959-21.5% |
| Participation rate | 35.5% | 66.3%-30.8pp | 78.2%-42.7pp | 67.7%-32.2pp |
| Annual return | 11.44% | 33.39%-21.9pp | 64.84%-53.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,487 | $3,455-28.0% | $5,631-55.8% | $4,300-42.2% |
| Admin fee / account holder | $3,163 | $7,994-60.4% | $15,885-80.1% | $6,925-54.3% |