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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 | $57,261 | $71,208-19.6% | $93,681-38.9% | $80,911-29.2% |
| Participation rate | 40.7% | 60.4%-19.7pp | 68.7%-28.0pp | 67.6%-26.9pp |
| Annual return | 11.60% | 11.27%+0.3pp | 133.47%-121.9pp | 35.63%-24.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,897 | $4,035-53.0% | $4,415-57.0% | $4,297-55.8% |
| Admin fee / account holder | $20,583 | $6,951+196.1% | $8,290+148.3% | $6,935+196.8% |