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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 | $73,095 | $84,953-14.0% | $163,379-55.3% | $82,637-11.5% |
| Participation rate | 32.0% | 65.9%-33.9pp | 76.8%-44.8pp | 68.1%-36.1pp |
| Annual return | 16.86% | 23.07%-6.2pp | 63.41%-46.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,780 | $4,326-58.9% | $6,282-71.7% | $4,126-56.9% |
| Admin fee / account holder | $3,678 | $7,921-53.6% | $9,818-62.5% | $7,339-49.9% |