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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 | $110,984 | $136,860-18.9% | $120,344-7.8% | $154,746-28.3% |
| Participation rate | 65.0% | 79.9%-14.9pp | 76.7%-11.7pp | 80.7%-15.7pp |
| Annual return | 15.49% | 21.38%-5.9pp | 20.30%-4.8pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,256 | $5,793+25.2% | $5,135+41.3% | $6,730+7.8% |
| Admin fee / account holder | $57,486 | $15,393+273.5% | $12,742+351.2% | $14,365+300.2% |