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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 | $63,305 | $123,793-48.9% | $177,827-64.4% | $79,858-20.7% |
| Participation rate | 57.1% | 84.7%-27.5pp | 87.7%-30.6pp | 69.6%-12.5pp |
| Annual return | 13.92% | 22.82%-8.9pp | 48.32%-34.4pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,451 | $5,956-42.1% | $7,713-55.3% | $3,740-7.7% |
| Admin fee / account holder | $441 | $7,243-93.9% | $12,429-96.5% | $5,306-91.7% |