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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 | $73,938 | $101,778-27.4% | $164,975-55.2% | $80,925-8.6% |
| Participation rate | 67.9% | 71.8%-4.0pp | 78.6%-10.8pp | 67.7%+0.2pp |
| Annual return | 11.51% | 16.73%-5.2pp | 70.12%-58.6pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,113 | $4,477-8.1% | $6,033-31.8% | $4,299-4.3% |
| Admin fee / account holder | $3,131 | $8,221-61.9% | $12,688-75.3% | $6,940-54.9% |