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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 | $63,906 | $83,843-23.8% | $123,973-48.5% | $65,306-2.1% |
| Participation rate | 37.9% | 56.0%-18.1pp | 76.7%-38.8pp | 57.7%-19.8pp |
| Annual return | 11.69% | 19.87%-8.2pp | 388.13%-376.4pp | 21.94%-10.2pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,534 | $2,997-48.8% | $5,247-70.8% | $2,959-48.2% |
| Admin fee / account holder | $4,554 | $4,735-3.8% | $11,799-61.4% | $3,480+30.9% |