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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 | $67,456 | $73,787-8.6% | $98,716-31.7% | $82,448-18.2% |
| Participation rate | 32.9% | 61.4%-28.5pp | 69.3%-36.4pp | 68.1%-35.1pp |
| Annual return | 14.16% | 18.57%-4.4pp | 31.81%-17.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,668 | $3,081-13.4% | $4,048-34.1% | $4,139-35.5% |
| Admin fee / account holder | $14,563 | $6,500+124.0% | $8,703+67.3% | $7,234+101.3% |