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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 | $66,671 | $77,523-14.0% | $100,383-33.6% | $80,874-17.6% |
| Participation rate | 27.9% | 77.0%-49.1pp | 81.5%-53.6pp | 67.6%-39.8pp |
| Annual return | 14.35% | 37.21%-22.9pp | 49.26%-34.9pp | 35.62%-21.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,388 | $6,822-50.3% | $8,086-58.1% | $4,297-21.2% |
| Admin fee / account holder | $5,810 | $5,899-1.5% | $7,900-26.5% | $6,935-16.2% |