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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 | $56,173 | $55,889+0.5% | $76,119-26.2% | $80,935-30.6% |
| Participation rate | 39.0% | 62.1%-23.1pp | 69.1%-30.1pp | 67.7%-28.7pp |
| Annual return | 12.80% | 20.58%-7.8pp | 361.25%-348.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,663 | $3,051+20.0% | $4,259-14.0% | $4,299-14.8% |
| Admin fee / account holder | $13,836 | $5,241+164.0% | $6,421+115.5% | $6,924+99.8% |