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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 | $66,517 | $79,955-16.8% | $98,450-32.4% | $75,181-11.5% |
| Participation rate | 42.9% | 70.4%-27.5pp | 75.2%-32.3pp | 67.2%-24.3pp |
| Annual return | 15.52% | 19.75%-4.2pp | 21.16%-5.6pp | 160.69%-145.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,102 | $3,752-44.0% | $4,739-55.6% | $4,126-49.0% |
| Admin fee / account holder | $9,731 | $6,841+42.2% | $8,961+8.6% | $5,650+72.2% |