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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 | $70,206 | $86,938-19.2% | $102,423-31.5% | $80,925-13.2% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.7%-47.7pp |
| Annual return | 11.59% | 18.89%-7.3pp | 29.42%-17.8pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,866 | $4,120-54.7% | $5,054-63.1% | $4,299-56.6% |
| Admin fee / account holder | $1,084 | $8,053-86.5% | $9,455-88.5% | $6,940-84.4% |