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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 | $87,687 | $87,059+0.7% | $105,608-17.0% | $80,925+8.4% |
| Participation rate | 55.6% | 70.4%-14.9pp | 75.3%-19.7pp | 67.7%-12.1pp |
| Annual return | 13.21% | 17.05%-3.8pp | 116.50%-103.3pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,813 | $3,986-4.3% | $5,010-23.9% | $4,299-11.3% |
| Admin fee / account holder | $24,735 | $8,443+193.0% | $11,028+124.3% | $6,940+256.4% |