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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 | $67,912 | $101,778-33.3% | $164,975-58.8% | $80,925-16.1% |
| Participation rate | 36.8% | 71.8%-35.0pp | 78.6%-41.8pp | 67.7%-30.8pp |
| Annual return | 16.48% | 16.73%-0.2pp | 70.12%-53.6pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,373 | $4,477-24.7% | $6,033-44.1% | $4,299-21.5% |
| Admin fee / account holder | $1,635 | $8,221-80.1% | $12,688-87.1% | $6,940-76.4% |