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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 | $63,300 | $71,208-11.1% | $93,681-32.4% | $80,911-21.8% |
| Participation rate | 32.8% | 60.4%-27.6pp | 68.7%-36.0pp | 67.6%-34.9pp |
| Annual return | 11.35% | 11.27%+0.1pp | 133.47%-122.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,102 | $4,035-47.9% | $4,415-52.4% | $4,297-51.1% |
| Admin fee / account holder | $8,837 | $6,951+27.1% | $8,290+6.6% | $6,935+27.4% |