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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 | $78,589 | $99,875-21.3% | $146,866-46.5% | $86,983-9.7% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.5%-13.5pp |
| Annual return | 17.25% | 28.10%-10.9pp | 102.85%-85.6pp | 25.83%-8.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,142 | $6,322+28.8% | $7,759+4.9% | $4,194+94.1% |
| Admin fee / account holder | $19,243 | $7,838+145.5% | $13,620+41.3% | $7,856+145.0% |