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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 | $61,582 | $78,707-21.8% | $117,861-47.8% | $70,126-12.2% |
| Participation rate | 43.1% | 73.2%-30.1pp | 79.7%-36.5pp | 69.5%-26.4pp |
| Annual return | 20.01% | 23.30%-3.3pp | 335.11%-315.1pp | 73.15%-53.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,710 | $3,297-48.1% | $4,482-61.9% | $3,332-48.7% |
| Admin fee / account holder | $2,115 | $5,066-58.3% | $8,021-73.6% | $4,645-54.5% |