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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 | $68,014 | $106,749-36.3% | $145,433-53.2% | $82,448-17.5% |
| Participation rate | 45.5% | 75.6%-30.2pp | 82.1%-36.7pp | 68.1%-22.6pp |
| Annual return | 23.54% | 27.59%-4.0pp | 66.58%-43.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,898 | $6,519-55.5% | $7,897-63.3% | $4,139-30.0% |
| Admin fee / account holder | $4,385 | $8,390-47.7% | $13,129-66.6% | $7,234-39.4% |