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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 | $69,613 | $93,598-25.6% | $135,974-48.8% | $75,173-7.4% |
| Participation rate | 20.0% | 75.2%-55.2pp | 81.9%-61.9pp | 67.2%-47.2pp |
| Annual return | 17.95% | 30.89%-12.9pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,497 | $6,405+17.0% | $7,760-3.4% | $4,126+81.7% |
| Admin fee / account holder | $19,739 | $6,978+182.9% | $10,767+83.3% | $5,651+249.3% |