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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 | $93,002 | $114,013-18.4% | $103,693-10.3% | $155,188-40.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 8.61% | 49.31%-40.7pp | 47.61%-39.0pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,984 | $4,970+40.5% | $4,579+52.5% | $6,531+6.9% |
| Admin fee / account holder | $85,418 | $8,407+916.0% | $7,858+987.0% | $14,480+489.9% |