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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 | $78,358 | $89,259-12.2% | $107,187-26.9% | $82,637-5.2% |
| Participation rate | 60.5% | 67.9%-7.4pp | 75.0%-14.5pp | 68.1%-7.5pp |
| Annual return | 16.03% | 21.02%-5.0pp | 204.55%-188.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,774 | $4,037-6.5% | $5,096-25.9% | $4,126-8.5% |
| Admin fee / account holder | $11,958 | $7,381+62.0% | $9,162+30.5% | $7,339+62.9% |