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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 | $86,641 | $167,415-48.2% | $140,514-38.3% | $198,609-56.4% |
| Participation rate | 40.0% | 80.9%-40.9pp | 77.8%-37.8pp | 82.4%-42.4pp |
| Annual return | 15.46% | 13.85%+1.6pp | 14.36%+1.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,234 | $5,579-24.1% | $4,919-13.9% | $6,977-39.3% |
| Admin fee / account holder | $30,652 | $16,730+83.2% | $13,697+123.8% | $19,030+61.1% |