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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 | $79,864 | $103,393-22.8% | $87,103-8.3% | $152,909-47.8% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 23.32% | 28.10%-4.8pp | 28.19%-4.9pp | 345.46%-322.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,581 | $4,778-66.9% | $4,049-60.9% | $5,851-73.0% |
| Admin fee / account holder | $1,099 | $12,195-91.0% | $7,491-85.3% | $11,601-90.5% |