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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 | $82,814 | $108,882-23.9% | $96,754-14.4% | $154,746-46.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 14.54% | 98.39%-83.8pp | 82.04%-67.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,951 | $5,323-7.0% | $4,758+4.0% | $6,730-26.4% |
| Admin fee / account holder | $684 | $10,200-93.3% | $8,905-92.3% | $14,365-95.2% |