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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 | $101,778-20.7% | $164,975-51.1% | $80,925-0.3% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.7%-24.3pp |
| Annual return | 11.31% | 16.73%-5.4pp | 70.12%-58.8pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,158 | $4,477-51.8% | $6,033-64.2% | $4,299-49.8% |
| Admin fee / account holder | $11,628 | $8,221+41.4% | $12,688-8.4% | $6,940+67.5% |