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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 | $69,771 | $76,407-8.7% | $150,298-53.6% | $82,448-15.4% |
| Participation rate | 48.8% | 66.4%-17.6pp | 77.8%-28.9pp | 68.1%-19.2pp |
| Annual return | 18.00% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,024 | $3,214+87.4% | $5,453+10.5% | $4,139+45.5% |
| Admin fee / account holder | $372 | $6,352-94.1% | $14,116-97.4% | $7,234-94.9% |