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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 | $72,683 | $86,949-16.4% | $102,460-29.1% | $80,959-10.2% |
| Participation rate | 37.9% | 72.4%-34.5pp | 76.5%-38.6pp | 67.7%-29.8pp |
| Annual return | 11.14% | 18.89%-7.8pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,334 | $4,121-19.1% | $5,056-34.1% | $4,300-22.5% |
| Admin fee / account holder | $1,860 | $8,048-76.9% | $9,460-80.3% | $6,925-73.1% |