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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 | $59,647 | $73,787-19.2% | $98,716-39.6% | $82,448-27.7% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 13.02% | 18.57%-5.5pp | 31.81%-18.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,157 | $3,081+2.5% | $4,048-22.0% | $4,139-23.7% |
| Admin fee / account holder | $5,508 | $6,500-15.3% | $8,703-36.7% | $7,234-23.9% |