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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 | $68,760 | $56,054+22.7% | $171,082-59.8% | $62,881+9.3% |
| Participation rate | 40.0% | 62.9%-22.9pp | 76.7%-36.7pp | 69.3%-29.3pp |
| Annual return | 8.85% | 22.52%-13.7pp | 32.56%-23.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,221 | $3,158+2.0% | $4,797-32.9% | $3,203+0.6% |
| Admin fee / account holder | $375 | $3,647-89.7% | $8,520-95.6% | $4,296-91.3% |