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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 | $64,798 | $95,453-32.1% | $112,040-42.2% | $82,448-21.4% |
| Participation rate | 35.1% | 72.8%-37.6pp | 76.5%-41.4pp | 68.1%-32.9pp |
| Annual return | 16.19% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,219 | $4,224-47.5% | $5,098-56.5% | $4,139-46.4% |
| Admin fee / account holder | $955 | $9,013-89.4% | $12,098-92.1% | $7,234-86.8% |