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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 | $96,041 | $176,838-45.7% | $146,685-34.5% | $167,518-42.7% |
| Participation rate | 63.6% | 83.6%-20.0pp | 80.1%-16.4pp | 82.1%-18.5pp |
| Annual return | 11.00% | 24.04%-13.0pp | 22.75%-11.7pp | 478.71%-467.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,597 | $6,441-59.7% | $5,507-52.8% | $6,342-59.1% |
| Admin fee / account holder | $3,269 | $13,262-75.3% | $10,281-68.2% | $12,312-73.4% |