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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 | $78,359 | $99,032-20.9% | $80,022-2.1% | $135,380-42.1% |
| Participation rate | 52.9% | 78.4%-25.4pp | 75.8%-22.9pp | 82.6%-29.7pp |
| Annual return | 6.73% | 15.39%-8.7pp | 11.22%-4.5pp | 519.81%-513.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,140 | $4,282-26.7% | $3,686-14.8% | $5,609-44.0% |
| Admin fee / account holder | $18,965 | $10,436+81.7% | $6,521+190.8% | $10,828+75.1% |