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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 | $75,609 | $101,618-25.6% | $93,063-18.8% | $137,256-44.9% |
| Participation rate | 52.9% | 74.9%-22.0pp | 72.1%-19.2pp | 80.0%-27.0pp |
| Annual return | 14.91% | 223.95%-209.0pp | 34.15%-19.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,462 | $4,279-19.1% | $3,958-12.5% | $6,407-46.0% |
| Admin fee / account holder | $20,026 | $6,198+223.1% | $6,033+231.9% | $12,270+63.2% |