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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 | $73,836 | $77,814-5.1% | $158,223-53.3% | $86,983-15.1% |
| Participation rate | 23.9% | 68.4%-44.5pp | 79.2%-55.3pp | 69.5%-45.7pp |
| Annual return | 12.40% | 30.54%-18.1pp | 52.09%-39.7pp | 25.83%-13.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,269 | $3,270-61.2% | $5,467-76.8% | $4,194-69.7% |
| Admin fee / account holder | $1,654 | $5,879-71.9% | $16,047-89.7% | $7,856-79.0% |