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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 | $81,828 | $71,230+14.9% | $93,727-12.7% | $80,959+1.1% |
| Participation rate | 38.7% | 60.4%-21.7pp | 68.7%-30.0pp | 67.7%-29.0pp |
| Annual return | 11.24% | 11.26%0pp | 133.83%-122.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,583 | $4,037-60.8% | $4,417-64.2% | $4,300-63.2% |
| Admin fee / account holder | $14,230 | $6,961+104.4% | $8,292+71.6% | $6,925+105.5% |