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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 | $76,010 | $78,423-3.1% | $95,964-20.8% | $79,856-4.8% |
| Participation rate | 65.8% | 73.5%-7.7pp | 77.1%-11.3pp | 69.6%-3.9pp |
| Annual return | 15.94% | 19.37%-3.4pp | 91.64%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,511 | $3,440+147.4% | $4,167+104.3% | $3,741+127.5% |
| Admin fee / account holder | $1,588 | $5,622-71.8% | $6,797-76.6% | $5,306-70.1% |