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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 | $63,090 | $78,520-19.7% | $96,576-34.7% | $82,448-23.5% |
| Participation rate | 61.8% | 77.7%-15.9pp | 81.4%-19.6pp | 68.1%-6.3pp |
| Annual return | 23.74% | 41.30%-17.6pp | 38.47%-14.7pp | 41.64%-17.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,089 | $6,754+79.0% | $7,956+51.9% | $4,139+192.1% |
| Admin fee / account holder | $13,315 | $13,455-1.0% | $11,381+17.0% | $7,234+84.1% |