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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 | $83,598 | $103,387-19.1% | $87,102-4.0% | $152,885-45.3% |
| Participation rate | 56.3% | 79.4%-23.1pp | 76.9%-20.6pp | 82.5%-26.2pp |
| Annual return | 20.45% | 28.10%-7.7pp | 28.19%-7.7pp | 345.39%-324.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,693 | $4,778-64.6% | $4,048-58.2% | $5,851-71.1% |
| Admin fee / account holder | $22,345 | $12,193+83.3% | $7,491+198.3% | $11,598+92.7% |