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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 | $70,081 | $81,358-13.9% | $155,556-54.9% | $80,959-13.4% |
| Participation rate | 13.8% | 66.3%-52.5pp | 78.2%-64.4pp | 67.7%-53.9pp |
| Annual return | 11.80% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,531 | $3,455-55.7% | $5,631-72.8% | $4,300-64.4% |
| Admin fee / account holder | $11,270 | $7,994+41.0% | $15,885-29.1% | $6,925+62.7% |