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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 | $80,660 | $101,795-20.8% | $165,100-51.1% | $80,959-0.4% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.7%-24.3pp |
| Annual return | 11.31% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,158 | $4,476-51.8% | $6,035-64.2% | $4,300-49.8% |
| Admin fee / account holder | $11,628 | $8,221+41.4% | $12,696-8.4% | $6,925+67.9% |