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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 | $63,692 | $128,603-50.5% | $197,124-67.7% | $67,986-6.3% |
| Participation rate | 52.8% | 81.7%-28.8pp | 86.7%-33.9pp | 57.2%-4.4pp |
| Annual return | 18.25% | 23.77%-5.5pp | 44.34%-26.1pp | 31.67%-13.4pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,751 | $6,840+13.3% | $9,135-15.1% | $3,358+130.8% |
| Admin fee / account holder | $4,218 | $3,035+39.0% | $16,298-74.1% | $3,203+31.7% |