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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 | $62,264 | $86,940-28.4% | $102,434-39.2% | $80,935-23.1% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 13.26% | 18.89%-5.6pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,654 | $4,121-35.6% | $5,055-47.5% | $4,299-38.3% |
| Admin fee / account holder | $13,852 | $8,047+72.1% | $9,462+46.4% | $6,924+100.0% |