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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 | $177,156-43.8% | $147,027-32.3% | $154,746-35.6% |
| Participation rate | 20.0% | 79.4%-59.4pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 11.88% | 21.94%-10.1pp | 20.23%-8.4pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,763 | $5,797-69.6% | $4,933-64.3% | $6,730-73.8% |
| Admin fee / account holder | $1,061 | $14,904-92.9% | $12,223-91.3% | $14,365-92.6% |