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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 | $136,860-36.7% | $120,344-28.0% | $154,746-44.0% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 15.46% | 21.38%-5.9pp | 20.30%-4.8pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,234 | $5,793-26.9% | $5,135-17.5% | $6,730-37.1% |
| Admin fee / account holder | $30,652 | $15,393+99.1% | $12,742+140.6% | $14,365+113.4% |