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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 | $91,634 | $92,219-0.6% | $76,767+19.4% | $135,380-32.3% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | 5.41% | 5.46%0pp | 2.43%+3.0pp | 519.81%-514.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,316 | $4,508-48.6% | $3,852-39.9% | $5,609-58.7% |
| Admin fee / account holder | $5,281 | $10,749-50.9% | $6,675-20.9% | $10,828-51.2% |