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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 | $67,797 | $81,262-16.6% | $155,602-56.4% | $80,911-16.2% |
| Participation rate | 45.9% | 66.2%-20.3pp | 78.2%-32.3pp | 67.6%-21.7pp |
| Annual return | 14.44% | 33.34%-18.9pp | 64.81%-50.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,441 | $3,451-29.3% | $5,629-56.6% | $4,297-43.2% |
| Admin fee / account holder | $4,695 | $7,992-41.3% | $15,923-70.5% | $6,935-32.3% |