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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 | $93,866 | $127,387-26.3% | $115,038-18.4% | $125,389-25.1% |
| Participation rate | 65.2% | 84.2%-18.9pp | 81.4%-16.1pp | 83.2%-18.0pp |
| Annual return | -2.17% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,150 | $6,423-66.5% | $6,026-64.3% | $5,352-59.8% |
| Admin fee / account holder | $2,895 | $9,516-69.6% | $8,175-64.6% | $9,541-69.7% |