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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 | $97,337 | $161,352-39.7% | $134,172-27.5% | $137,256-29.1% |
| Participation rate | 37.5% | 78.3%-40.8pp | 72.5%-35.0pp | 80.0%-42.5pp |
| Annual return | 16.67% | 28.72%-12.1pp | 25.30%-8.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,756 | $5,552-32.4% | $4,690-19.9% | $6,407-41.4% |
| Admin fee / account holder | $1,328 | $15,028-91.2% | $12,016-88.9% | $12,270-89.2% |