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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 | $59,033 | $71,230-17.1% | $93,727-37.0% | $80,959-27.1% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 18.34% | 11.26%+7.1pp | 133.83%-115.5pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,125 | $4,037-22.6% | $4,417-29.3% | $4,300-27.3% |
| Admin fee / account holder | $4,757 | $6,961-31.7% | $8,292-42.6% | $6,925-31.3% |