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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 | $86,988 | $157,829-44.9% | $136,867-36.4% | $198,609-56.2% |
| Participation rate | 68.4% | 77.2%-8.8pp | 74.5%-6.1pp | 82.4%-14.0pp |
| Annual return | 17.39% | 51.25%-33.9pp | 42.97%-25.6pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,465 | $5,463+36.7% | $4,924+51.6% | $6,977+7.0% |
| Admin fee / account holder | $32,298 | $11,107+190.8% | $10,340+212.4% | $19,030+69.7% |