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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 | $92,657 | $92,798-0.2% | $96,707-4.2% | $137,256-32.5% |
| Participation rate | 68.8% | 81.6%-12.9pp | 80.4%-11.6pp | 80.0%-11.2pp |
| Annual return | 19.94% | 31.24%-11.3pp | 34.78%-14.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,726 | $5,877-53.6% | $5,997-54.5% | $6,407-57.5% |
| Admin fee / account holder | $1,786 | $7,946-77.5% | $7,503-76.2% | $12,270-85.4% |