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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 | $90,600 | $107,809-16.0% | $97,032-6.6% | $155,188-41.6% |
| Participation rate | 26.7% | 75.5%-48.8pp | 71.6%-44.9pp | 80.8%-54.1pp |
| Annual return | 7.74% | 38.06%-30.3pp | 35.38%-27.6pp | 148.84%-141.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,894 | $5,129-63.1% | $4,672-59.5% | $6,531-71.0% |
| Admin fee / account holder | $1,089 | $10,717-89.8% | $9,418-88.4% | $14,480-92.5% |