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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 | $70,401 | $78,690-10.5% | $161,489-56.4% | $87,485-19.5% |
| Participation rate | 37.9% | 67.5%-29.6pp | 78.7%-40.8pp | 68.9%-31.1pp |
| Annual return | 14.19% | 32.74%-18.5pp | 89.72%-75.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,129 | $3,311-5.5% | $5,630-44.4% | $4,274-26.8% |
| Admin fee / account holder | $5,327 | $6,724-20.8% | $16,006-66.7% | $7,775-31.5% |