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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 | $71,159 | $80,992-12.1% | $96,534-26.3% | $75,173-5.3% |
| Participation rate | 62.1% | 71.8%-9.7pp | 76.0%-13.9pp | 67.2%-5.1pp |
| Annual return | 12.85% | 27.05%-14.2pp | 25.88%-13.0pp | 160.72%-147.9pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,281 | $3,929-42.0% | $4,851-53.0% | $4,126-44.7% |
| Admin fee / account holder | $3,862 | $6,717-42.5% | $8,253-53.2% | $5,651-31.6% |