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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 | $73,007 | $81,476-10.4% | $102,383-28.7% | $80,925-9.8% |
| Participation rate | 42.5% | 66.8%-24.3pp | 74.5%-32.0pp | 67.7%-25.2pp |
| Annual return | 15.01% | 25.59%-10.6pp | 24.94%-9.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,128 | $3,871-19.2% | $5,060-38.2% | $4,299-27.2% |
| Admin fee / account holder | $5,954 | $6,717-11.4% | $8,391-29.0% | $6,940-14.2% |