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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 | $106,524-36.2% | $152,301-55.3% | $87,485-22.3% |
| Participation rate | 45.5% | 75.8%-30.3pp | 82.4%-37.0pp | 68.9%-23.5pp |
| Annual return | 23.54% | 26.89%-3.3pp | 80.50%-57.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,898 | $6,525-55.6% | $8,004-63.8% | $4,274-32.2% |
| Admin fee / account holder | $4,385 | $8,287-47.1% | $14,398-69.5% | $7,775-43.6% |