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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 | $82,772 | $89,259-7.3% | $107,187-22.8% | $82,637+0.2% |
| Participation rate | 22.2% | 67.9%-45.7pp | 75.0%-52.8pp | 68.1%-45.8pp |
| Annual return | 17.65% | 21.02%-3.4pp | 204.55%-186.9pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,956 | $4,037-2.0% | $5,096-22.4% | $4,126-4.1% |
| Admin fee / account holder | $15,308 | $7,381+107.4% | $9,162+67.1% | $7,339+108.6% |