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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 | $69,257 | $88,672-21.9% | $105,223-34.2% | $82,448-16.0% |
| Participation rate | 36.0% | 67.9%-31.9pp | 75.0%-39.0pp | 68.1%-32.1pp |
| Annual return | 12.99% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,978 | $4,036-51.0% | $5,072-61.0% | $4,139-52.2% |
| Admin fee / account holder | $862 | $7,146-87.9% | $8,859-90.3% | $7,234-88.1% |