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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 | $72,184 | $78,520-8.1% | $96,576-25.3% | $82,448-12.4% |
| Participation rate | 41.9% | 77.7%-35.9pp | 81.4%-39.6pp | 68.1%-26.2pp |
| Annual return | 15.24% | 41.30%-26.1pp | 38.47%-23.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,647 | $6,754-46.0% | $7,956-54.2% | $4,139-11.9% |
| Admin fee / account holder | $657 | $13,455-95.1% | $11,381-94.2% | $7,234-90.9% |