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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 | $76,309 | $122,131-37.5% | $246,255-69.0% | $122,131-37.5% |
| Participation rate | 56.8% | 75.1%-18.3pp | 80.9%-24.2pp | 75.1%-18.3pp |
| Annual return | 14.12% | 16.17%-2.1pp | -5.83%+19.9pp | 16.17%-2.1pp |
| Employer contribution / active EE | $0 | $3,608-100.0% | $6,099-100.0% | $3,608-100.0% |
| Participant deferral / active EE | $4,042 | $3,892+3.9% | $5,313-23.9% | $3,892+3.9% |
| Admin fee / account holder | $32,642 | $11,586+181.7% | $11,945+173.3% | $11,586+181.7% |