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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 | $89,086 | $99,380-10.4% | $90,312-1.4% | $155,188-42.6% |
| Participation rate | 25.0% | 77.3%-52.3pp | 72.9%-47.9pp | 80.8%-55.8pp |
| Annual return | 6.83% | 19.35%-12.5pp | 18.90%-12.1pp | 148.84%-142.0pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,438 | $4,212+100.3% | $3,749+125.1% | $6,531+29.2% |
| Admin fee / account holder | $37,104 | $9,766+279.9% | $8,248+349.9% | $14,480+156.2% |