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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 | $72,386 | $138,393-47.7% | $184,256-60.7% | $80,959-10.6% |
| Participation rate | 59.5% | 83.9%-24.4pp | 86.8%-27.4pp | 67.7%-8.2pp |
| Annual return | 15.17% | 20.01%-4.8pp | 28.85%-13.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,852 | $7,076-31.4% | $9,133-46.9% | $4,300+12.8% |
| Admin fee / account holder | $11,366 | $10,489+8.4% | $13,899-18.2% | $6,925+64.1% |