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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 | $71,754 | $126,661-43.3% | $113,397-36.7% | $138,895-48.3% |
| Participation rate | 29.4% | 79.4%-50.0pp | 76.5%-47.1pp | 79.9%-50.5pp |
| Annual return | 10.73% | 25.05%-14.3pp | 23.20%-12.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,791 | $5,693-33.4% | $5,076-25.3% | $6,396-40.7% |
| Admin fee / account holder | $22,884 | $14,549+57.3% | $11,957+91.4% | $12,562+82.2% |