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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 | $124,425-10.8% | $112,040-0.9% | $137,256-19.1% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.5%-11.5pp | 80.0%-15.0pp |
| Annual return | 15.49% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,256 | $5,718+26.9% | $5,098+42.3% | $6,407+13.3% |
| Admin fee / account holder | $57,486 | $15,207+278.0% | $12,098+375.2% | $12,270+368.5% |