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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 | $75,231 | $78,428-4.1% | $95,960-21.6% | $79,852-5.8% |
| Participation rate | 61.5% | 73.5%-12.0pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 14.05% | 19.37%-5.3pp | 91.63%-77.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,227 | $3,440-6.2% | $4,167-22.6% | $3,740-13.7% |
| Admin fee / account holder | $5,093 | $5,622-9.4% | $6,797-25.1% | $5,306-4.0% |