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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 | $79,891 | $102,422-22.0% | $147,117-45.7% | $80,959-1.3% |
| Participation rate | 12.9% | 75.9%-62.9pp | 82.2%-69.2pp | 67.7%-54.7pp |
| Annual return | 11.88% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,661 | $6,652-60.0% | $8,065-67.0% | $4,300-38.1% |
| Admin fee / account holder | $10,698 | $7,953+34.5% | $12,993-17.7% | $6,925+54.5% |