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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 | $59,100 | $93,598-36.9% | $135,974-56.5% | $75,173-21.4% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.9pp | 67.2%-9.1pp |
| Annual return | 24.09% | 30.89%-6.8pp | 68.30%-44.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,796 | $6,405-25.1% | $7,760-38.2% | $4,126+16.2% |
| Admin fee / account holder | $1,401 | $6,978-79.9% | $10,767-87.0% | $5,651-75.2% |