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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 | $79,270 | $114,013-30.5% | $103,693-23.6% | $155,188-48.9% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-26.0pp | 80.8%-34.1pp |
| Annual return | 19.66% | 49.31%-29.7pp | 47.61%-28.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,898 | $4,970+18.7% | $4,579+28.8% | $6,531-9.7% |
| Admin fee / account holder | $342 | $8,407-95.9% | $7,858-95.6% | $14,480-97.6% |