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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 | $76,135 | $146,267-47.9% | $197,124-61.4% | $82,448-7.7% |
| Participation rate | 69.6% | 84.0%-14.5pp | 86.7%-17.1pp | 68.1%+1.5pp |
| Annual return | 15.19% | 29.61%-14.4pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,372 | $7,035-23.6% | $9,135-41.2% | $4,139+29.8% |
| Admin fee / account holder | $11,440 | $14,422-20.7% | $16,298-29.8% | $7,234+58.1% |