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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 | $59,663 | $91,559-34.8% | $133,978-55.5% | $79,856-25.3% |
| Participation rate | 33.8% | 73.3%-39.5pp | 79.8%-46.0pp | 69.6%-35.8pp |
| Annual return | 19.35% | 61.85%-42.5pp | 45.10%-25.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,172 | $3,734+11.7% | $5,047-17.3% | $3,741+11.5% |
| Admin fee / account holder | $2,910 | $6,321-54.0% | $8,930-67.4% | $5,306-45.2% |