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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 | $60,590 | $91,179-33.5% | $178,499-66.1% | $79,852-24.1% |
| Participation rate | 38.0% | 69.2%-31.2pp | 81.9%-44.0pp | 69.6%-31.7pp |
| Annual return | 17.16% | 24.19%-7.0pp | 151.10%-133.9pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,572 | $3,236-20.5% | $5,202-50.6% | $3,740-31.3% |
| Admin fee / account holder | $10,167 | $6,749+50.6% | $13,986-27.3% | $5,306+91.6% |