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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 | $64,780 | $78,027-17.0% | $178,528-63.7% | $80,925-20.0% |
| Participation rate | 37.2% | 65.7%-28.5pp | 77.1%-39.9pp | 67.7%-30.4pp |
| Annual return | 23.02% | 18.09%+4.9pp | 27.11%-4.1pp | 35.65%-12.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,776 | $4,408-14.3% | $6,278-39.9% | $4,299-12.2% |
| Admin fee / account holder | $7,352 | $7,168+2.6% | $10,419-29.4% | $6,940+5.9% |