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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 | $58,646 | $93,598-37.3% | $135,974-56.9% | $75,173-22.0% |
| Participation rate | 36.0% | 75.2%-39.2pp | 81.9%-45.9pp | 67.2%-31.2pp |
| Annual return | 16.07% | 30.89%-14.8pp | 68.30%-52.2pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,717 | $6,405-57.6% | $7,760-65.0% | $4,126-34.1% |
| Admin fee / account holder | $696 | $6,978-90.0% | $10,767-93.5% | $5,651-87.7% |