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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 | $80,074 | $102,422-21.8% | $147,117-45.6% | $80,959-1.1% |
| Participation rate | 44.9% | 75.9%-30.9pp | 82.2%-37.3pp | 67.7%-22.7pp |
| Annual return | 17.86% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,884 | $6,652+3.5% | $8,065-14.6% | $4,300+60.1% |
| Admin fee / account holder | $8,862 | $7,953+11.4% | $12,993-31.8% | $6,925+28.0% |