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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 | $64,598 | $77,638-16.8% | $156,551-58.7% | $62,881+2.7% |
| Participation rate | 37.0% | 71.2%-34.2pp | 84.0%-47.0pp | 69.3%-32.3pp |
| Annual return | 7.14% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,947 | $3,046-3.2% | $4,871-39.5% | $3,203-8.0% |
| Admin fee / account holder | $524 | $5,561-90.6% | $13,028-96.0% | $4,296-87.8% |