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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 | $92,873 | $123,000-24.5% | $105,582-12.0% | $198,609-53.2% |
| Participation rate | 38.1% | 76.8%-38.7pp | 71.8%-33.7pp | 82.4%-44.3pp |
| Annual return | 12.59% | 18.31%-5.7pp | 18.61%-6.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,941 | $5,013-41.3% | $4,353-32.5% | $6,977-57.9% |
| Admin fee / account holder | $1,344 | $16,254-91.7% | $12,856-89.5% | $19,030-92.9% |