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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 | $70,322 | $147,556-52.3% | $129,031-45.5% | $198,609-64.6% |
| Participation rate | 45.5% | 77.2%-31.8pp | 73.4%-27.9pp | 82.4%-36.9pp |
| Annual return | 14.48% | 37.41%-22.9pp | 34.67%-20.2pp | 202.70%-188.2pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,115 | $5,760-63.3% | $5,217-59.5% | $6,977-69.7% |
| Admin fee / account holder | $3,847 | $15,467-75.1% | $13,208-70.9% | $19,030-79.8% |