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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 | $97,125-21.6% | $86,233-11.6% | $137,256-44.5% |
| Participation rate | 47.1% | 74.2%-27.1pp | 69.0%-22.0pp | 80.0%-32.9pp |
| Annual return | 14.31% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,485 | $5,180-32.7% | $4,559-23.6% | $6,407-45.6% |
| Admin fee / account holder | $7,312 | $9,725-24.8% | $8,342-12.3% | $12,270-40.4% |