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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 | $73,175 | $80,763-9.4% | $102,412-28.5% | $74,459-1.7% |
| Participation rate | 37.6% | 65.7%-28.1pp | 74.5%-36.9pp | 67.2%-29.6pp |
| Annual return | 18.58% | 27.57%-9.0pp | 24.94%-6.4pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,795 | $3,862-27.6% | $5,060-44.8% | $4,350-35.7% |
| Admin fee / account holder | $6,094 | $2,371+157.0% | $8,388-27.3% | $1,945+213.4% |