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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 | $58,854 | $84,236-30.1% | $170,435-65.5% | $70,126-16.1% |
| Participation rate | 46.3% | 70.8%-24.5pp | 83.6%-37.3pp | 69.5%-23.2pp |
| Annual return | 14.40% | 23.06%-8.7pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,430 | $3,086+11.2% | $4,939-30.5% | $3,332+3.0% |
| Admin fee / account holder | $16,105 | $5,698+182.6% | $13,881+16.0% | $4,645+246.7% |