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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 | $98,542 | $132,099-25.4% | $115,599-14.8% | $138,895-29.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 16.14% | 176.76%-160.6pp | 111.10%-95.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,669 | $5,617-34.7% | $4,889-25.0% | $6,396-42.6% |
| Admin fee / account holder | $4,627 | $15,650-70.4% | $12,841-64.0% | $12,562-63.2% |