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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 | $77,814-10.3% | $158,223-55.9% | $86,983-19.8% |
| Participation rate | 48.8% | 68.4%-19.6pp | 79.2%-30.4pp | 69.5%-20.7pp |
| Annual return | 18.00% | 30.54%-12.5pp | 52.09%-34.1pp | 25.83%-7.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,024 | $3,270+84.3% | $5,467+10.2% | $4,194+43.6% |
| Admin fee / account holder | $372 | $5,879-93.7% | $16,047-97.7% | $7,856-95.3% |