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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 | $57,840 | $101,798-43.2% | $165,071-65.0% | $80,935-28.5% |
| Participation rate | 63.9% | 71.8%-7.9pp | 78.6%-14.7pp | 67.7%-3.8pp |
| Annual return | 11.71% | 16.73%-5.0pp | 70.17%-58.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,140 | $4,476-52.2% | $6,035-64.5% | $4,299-50.2% |
| Admin fee / account holder | $13,509 | $8,221+64.3% | $12,695+6.4% | $6,924+95.1% |