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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 | $79,337 | $114,013-30.4% | $103,693-23.5% | $155,188-48.9% |
| Participation rate | 45.0% | 75.2%-30.2pp | 72.6%-27.6pp | 80.8%-35.8pp |
| Annual return | 17.09% | 49.31%-32.2pp | 47.61%-30.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,567 | $4,970-48.3% | $4,579-43.9% | $6,531-60.7% |
| Admin fee / account holder | $852 | $8,407-89.9% | $7,858-89.2% | $14,480-94.1% |