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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 | $88,672-11.6% | $105,223-25.5% | $82,448-5.0% |
| Participation rate | 60.5% | 67.9%-7.4pp | 75.0%-14.5pp | 68.1%-7.5pp |
| Annual return | 16.03% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,774 | $4,036-6.5% | $5,072-25.6% | $4,139-8.8% |
| Admin fee / account holder | $11,958 | $7,146+67.3% | $8,859+35.0% | $7,234+65.3% |