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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 | $78,119 | $78,425-0.4% | $95,956-18.6% | $79,858-2.2% |
| Participation rate | 68.3% | 73.5%-5.2pp | 77.1%-8.8pp | 69.6%-1.4pp |
| Annual return | 17.43% | 19.37%-1.9pp | 91.63%-74.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,848 | $3,440-17.2% | $4,167-31.6% | $3,740-23.9% |
| Admin fee / account holder | $12,396 | $5,622+120.5% | $6,797+82.4% | $5,306+133.6% |