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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 | $74,117 | $95,453-22.4% | $112,040-33.8% | $82,448-10.1% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 15.79% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,522 | $4,224-16.6% | $5,098-30.9% | $4,139-14.9% |
| Admin fee / account holder | $1,839 | $9,013-79.6% | $12,098-84.8% | $7,234-74.6% |