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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 | $72,450 | $78,015-7.1% | $178,505-59.4% | $80,959-10.5% |
| Participation rate | 48.8% | 65.7%-16.8pp | 77.1%-28.3pp | 67.7%-18.8pp |
| Annual return | 14.03% | 18.10%-4.1pp | 27.16%-13.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,710 | $4,406-15.8% | $6,280-40.9% | $4,300-13.7% |
| Admin fee / account holder | $18,551 | $7,160+159.1% | $10,428+77.9% | $6,925+167.9% |