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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 | $79,559 | $132,634-40.0% | $115,768-31.3% | $137,256-42.0% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.4%-38.7pp | 80.0%-44.2pp |
| Annual return | 11.15% | 160.70%-149.6pp | 100.46%-89.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,454 | $5,619-56.3% | $4,917-50.1% | $6,407-61.7% |
| Admin fee / account holder | $5,205 | $15,028-65.4% | $12,439-58.2% | $12,270-57.6% |