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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 | $62,380 | $76,551-18.5% | $123,894-49.7% | $62,881-0.8% |
| Participation rate | 31.3% | 73.0%-41.7pp | 81.4%-50.2pp | 69.3%-38.1pp |
| Annual return | 7.81% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,084 | $4,840-15.6% | $5,984-31.8% | $3,203+27.5% |
| Admin fee / account holder | $1,911 | $4,826-60.4% | $8,357-77.1% | $4,296-55.5% |