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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 | $70,291 | $71,197-1.3% | $93,669-25.0% | $80,925-13.1% |
| Participation rate | 35.0% | 60.4%-25.4pp | 68.7%-33.7pp | 67.7%-32.7pp |
| Annual return | 10.26% | 11.27%-1.0pp | 133.59%-123.3pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,997 | $4,036-25.7% | $4,416-32.1% | $4,299-30.3% |
| Admin fee / account holder | $1,692 | $6,959-75.7% | $8,291-79.6% | $6,940-75.6% |