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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 | $52,261 | $78,672-33.6% | $109,163-52.1% | $85,856-39.1% |
| Participation rate | 60.3% | 68.3%-7.9pp | 75.9%-15.5pp | 69.3%-9.0pp |
| Annual return | 11.68% | 25.09%-13.4pp | 25.75%-14.1pp | 318.58%-306.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,545 | $3,467-26.6% | $4,654-45.3% | $3,952-35.6% |
| Admin fee / account holder | $15,343 | $5,470+180.5% | $6,754+127.2% | $6,261+145.1% |