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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 | $73,890 | $127,386-42.0% | $115,037-35.8% | $125,393-41.1% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | 1.40% | 31.28%-29.9pp | 26.14%-24.7pp | 282.23%-280.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,917 | $6,423-54.6% | $6,026-51.6% | $5,351-45.5% |
| Admin fee / account holder | $55,735 | $9,516+485.7% | $8,175+581.8% | $9,541+484.2% |