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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 | $79,012 | $101,752-22.3% | $164,928-52.1% | $80,911-2.3% |
| Participation rate | 56.3% | 71.8%-15.6pp | 78.6%-22.4pp | 67.6%-11.4pp |
| Annual return | 13.31% | 16.73%-3.4pp | 70.08%-56.8pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,854 | $4,477-13.9% | $6,034-36.1% | $4,297-10.3% |
| Admin fee / account holder | $4,306 | $8,218-47.6% | $12,684-66.1% | $6,935-37.9% |