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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 | $68,121 | $87,733-22.4% | $106,551-36.1% | $85,856-20.7% |
| Participation rate | 56.0% | 71.9%-15.9pp | 76.1%-20.1pp | 69.3%-13.3pp |
| Annual return | 11.96% | 21.86%-9.9pp | 26.80%-14.8pp | 318.58%-306.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,738 | $3,469-21.1% | $4,398-37.8% | $3,952-30.7% |
| Admin fee / account holder | $13,091 | $6,767+93.4% | $7,408+76.7% | $6,261+109.1% |