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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 | $67,948 | $156,616-56.6% | $133,346-49.0% | $198,609-65.8% |
| Participation rate | 40.0% | 77.7%-37.7pp | 72.8%-32.8pp | 82.4%-42.4pp |
| Annual return | 12.35% | 44.25%-31.9pp | 36.85%-24.5pp | 202.70%-190.3pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,487 | $4,920-49.4% | $4,332-42.6% | $6,977-64.4% |
| Admin fee / account holder | $1,624 | $17,468-90.7% | $14,264-88.6% | $19,030-91.5% |