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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 | $88,591 | $110,278-19.7% | $95,740-7.5% | $139,466-36.5% |
| Participation rate | 68.2% | 75.7%-7.6pp | 72.3%-4.1pp | 80.3%-12.2pp |
| Annual return | 14.25% | 27.19%-12.9pp | 28.41%-14.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,319 | $4,674-29.0% | $4,244-21.8% | $6,712-50.6% |
| Admin fee / account holder | $1,489 | $6,613-77.5% | $5,676-73.8% | $11,409-86.9% |