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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 | $76,339 | $78,015-2.1% | $178,505-57.2% | $80,959-5.7% |
| Participation rate | 28.6% | 65.7%-37.1pp | 77.1%-48.5pp | 67.7%-39.1pp |
| Annual return | 12.04% | 18.10%-6.1pp | 27.16%-15.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,549 | $4,406-42.1% | $6,280-59.4% | $4,300-40.7% |
| Admin fee / account holder | $18,622 | $7,160+160.1% | $10,428+78.6% | $6,925+168.9% |