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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 | $60,244 | $106,749-43.6% | $145,433-58.6% | $82,448-26.9% |
| Participation rate | 53.6% | 75.6%-22.1pp | 82.1%-28.5pp | 68.1%-14.5pp |
| Annual return | 15.15% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,520 | $6,519-46.0% | $7,897-55.4% | $4,139-15.0% |
| Admin fee / account holder | $9,709 | $8,390+15.7% | $13,129-26.1% | $7,234+34.2% |