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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 | $99,609 | $161,352-38.3% | $134,172-25.8% | $137,256-27.4% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.5%-52.5pp | 80.0%-60.0pp |
| Annual return | 11.88% | 28.72%-16.8pp | 25.30%-13.4pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,763 | $5,552-68.2% | $4,690-62.4% | $6,407-72.5% |
| Admin fee / account holder | $1,061 | $15,028-92.9% | $12,016-91.2% | $12,270-91.4% |