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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 | $76,472 | $81,476-6.1% | $102,383-25.3% | $80,925-5.5% |
| Participation rate | 38.9% | 66.8%-28.0pp | 74.5%-35.6pp | 67.7%-28.8pp |
| Annual return | 11.80% | 25.59%-13.8pp | 24.94%-13.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,757 | $3,871-2.9% | $5,060-25.7% | $4,299-12.6% |
| Admin fee / account holder | $5,888 | $6,717-12.3% | $8,391-29.8% | $6,940-15.2% |