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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 | $77,574-13.0% | $108,753-38.0% | $86,983-22.4% |
| Participation rate | 32.9% | 62.3%-29.4pp | 71.1%-38.1pp | 69.5%-36.6pp |
| Annual return | 14.16% | 18.42%-4.3pp | 37.47%-23.3pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,668 | $3,128-14.7% | $4,115-35.2% | $4,194-36.4% |
| Admin fee / account holder | $14,563 | $6,529+123.1% | $10,320+41.1% | $7,856+85.4% |