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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 | $76,239 | $83,898-9.1% | $133,346-42.8% | $94,015-18.9% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.8%-47.8pp | 70.8%-45.8pp |
| Annual return | 15.46% | 16.00%-0.5pp | 36.85%-21.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,925 | $3,245-40.7% | $4,332-55.6% | $4,249-54.7% |
| Admin fee / account holder | $1,664 | $7,809-78.7% | $14,264-88.3% | $8,951-81.4% |