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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 | $68,363 | $77,574-11.9% | $108,753-37.1% | $86,983-21.4% |
| Participation rate | 33.3% | 62.3%-29.0pp | 71.1%-37.8pp | 69.5%-36.2pp |
| Annual return | 16.18% | 18.42%-2.2pp | 37.47%-21.3pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,711 | $3,128-45.3% | $4,115-58.4% | $4,194-59.2% |
| Admin fee / account holder | $1,217 | $6,529-81.4% | $10,320-88.2% | $7,856-84.5% |