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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 | $75,551 | $81,476-7.3% | $102,383-26.2% | $80,925-6.6% |
| Participation rate | 61.8% | 66.8%-5.0pp | 74.5%-12.7pp | 67.7%-5.9pp |
| Annual return | 14.93% | 25.59%-10.7pp | 24.94%-10.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,715 | $3,871+99.3% | $5,060+52.5% | $4,299+79.5% |
| Admin fee / account holder | $10,968 | $6,717+63.3% | $8,391+30.7% | $6,940+58.0% |