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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 | $76,192 | $107,809-29.3% | $97,032-21.5% | $155,188-50.9% |
| Participation rate | 47.1% | 75.5%-28.4pp | 71.6%-24.5pp | 80.8%-33.7pp |
| Annual return | 14.31% | 38.06%-23.8pp | 35.38%-21.1pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,485 | $5,129-32.1% | $4,672-25.4% | $6,531-46.6% |
| Admin fee / account holder | $7,312 | $10,717-31.8% | $9,418-22.4% | $14,480-49.5% |