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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 | $71,872 | $77,472-7.2% | $100,415-28.4% | $80,959-11.2% |
| Participation rate | 48.5% | 76.9%-28.5pp | 81.5%-33.0pp | 67.7%-19.2pp |
| Annual return | 18.09% | 37.26%-19.2pp | 49.47%-31.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,379 | $6,818+66.9% | $8,091+40.6% | $4,300+164.6% |
| Admin fee / account holder | $11,356 | $5,885+93.0% | $7,906+43.6% | $6,925+64.0% |