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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 | $74,316 | $105,856-29.8% | $90,161-17.6% | $147,585-49.6% |
| Participation rate | 53.8% | 79.7%-25.9pp | 76.9%-23.0pp | 82.8%-29.0pp |
| Annual return | 17.65% | 37.63%-20.0pp | 34.89%-17.2pp | 578.58%-560.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,304 | $5,733-24.9% | $5,287-18.6% | $5,439-20.9% |
| Admin fee / account holder | $6,255 | $8,046-22.3% | $5,943+5.2% | $10,886-42.5% |