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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 | $66,596 | $84,236-20.9% | $170,435-60.9% | $70,126-5.0% |
| Participation rate | 45.2% | 70.8%-25.7pp | 83.6%-38.4pp | 69.5%-24.4pp |
| Annual return | 12.61% | 23.06%-10.5pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,880 | $3,086-39.1% | $4,939-61.9% | $3,332-43.6% |
| Admin fee / account holder | $23,171 | $5,698+306.6% | $13,881+66.9% | $4,645+398.8% |