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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 | $93,831 | $115,225-18.6% | $100,712-6.8% | $138,895-32.4% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 14.08% | 40.35%-26.3pp | 33.27%-19.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,038 | $4,699-56.6% | $4,085-50.1% | $6,396-68.1% |
| Admin fee / account holder | $1,514 | $10,844-86.0% | $9,256-83.6% | $12,562-87.9% |