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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 | $72,049 | $81,476-11.6% | $102,383-29.6% | $80,925-11.0% |
| Participation rate | 53.7% | 66.8%-13.1pp | 74.5%-20.8pp | 67.7%-14.0pp |
| Annual return | 12.97% | 25.59%-12.6pp | 24.94%-12.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,022 | $3,871-47.8% | $5,060-60.0% | $4,299-53.0% |
| Admin fee / account holder | $2,353 | $6,717-65.0% | $8,391-72.0% | $6,940-66.1% |