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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 | $65,706 | $115,931-43.3% | $185,441-64.6% | $86,983-24.5% |
| Participation rate | 61.4% | 73.6%-12.2pp | 80.3%-18.9pp | 69.5%-8.1pp |
| Annual return | 18.22% | 21.47%-3.3pp | 20.16%-1.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,599 | $4,551-20.9% | $6,152-41.5% | $4,194-14.2% |
| Admin fee / account holder | $1,858 | $10,687-82.6% | $17,890-89.6% | $7,856-76.4% |