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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 | $94,422 | $107,666-12.3% | $102,184-7.6% | $154,746-39.0% |
| Participation rate | 36.4% | 83.7%-47.4pp | 82.6%-46.2pp | 80.7%-44.3pp |
| Annual return | 17.96% | 29.33%-11.4pp | 31.58%-13.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,367 | $8,719-27.0% | $8,309-23.4% | $6,730-5.4% |
| Admin fee / account holder | $4,714 | $12,943-63.6% | $11,609-59.4% | $14,365-67.2% |