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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 | $114,013-23.7% | $103,693-16.1% | $155,188-43.9% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.2pp | 80.8%-12.4pp |
| Annual return | 17.39% | 49.31%-31.9pp | 47.61%-30.2pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,465 | $4,970+50.2% | $4,579+63.0% | $6,531+14.3% |
| Admin fee / account holder | $32,298 | $8,407+284.2% | $7,858+311.0% | $14,480+123.1% |