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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 | $86,739 | $108,882-20.3% | $96,754-10.4% | $154,746-43.9% |
| Participation rate | 63.2% | 75.1%-11.9pp | 70.3%-7.1pp | 80.7%-17.5pp |
| Annual return | 12.94% | 98.39%-85.4pp | 82.04%-69.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,870 | $5,323-64.9% | $4,758-60.7% | $6,730-72.2% |
| Admin fee / account holder | $2,680 | $10,200-73.7% | $8,905-69.9% | $14,365-81.3% |