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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 | $78,928 | $87,132-9.4% | $105,624-25.3% | $80,959-2.5% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 11.66% | 17.03%-5.4pp | 116.20%-104.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,366 | $3,985-40.6% | $5,013-52.8% | $4,300-45.0% |
| Admin fee / account holder | $9,695 | $8,449+14.7% | $10,961-11.6% | $6,925+40.0% |