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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 | $68,591 | $77,460-11.4% | $100,378-31.7% | $80,925-15.2% |
| Participation rate | 61.1% | 76.9%-15.8pp | 81.5%-20.4pp | 67.7%-6.5pp |
| Annual return | 13.07% | 37.24%-24.2pp | 49.41%-36.3pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,811 | $6,818-14.8% | $8,087-28.1% | $4,299+35.2% |
| Admin fee / account holder | $9,302 | $5,887+58.0% | $7,899+17.8% | $6,940+34.0% |