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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 | $78,013-17.0% | $178,449-63.7% | $80,911-19.9% |
| Participation rate | 37.2% | 65.7%-28.5pp | 77.1%-39.9pp | 67.6%-30.4pp |
| Annual return | 23.02% | 18.07%+5.0pp | 27.09%-4.1pp | 35.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,776 | $4,408-14.3% | $6,277-39.8% | $4,297-12.1% |
| Admin fee / account holder | $7,352 | $7,166+2.6% | $10,362-29.0% | $6,935+6.0% |