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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 | $73,002 | $73,988-1.3% | $96,538-24.4% | $75,177-2.9% |
| Participation rate | 35.8% | 66.4%-30.6pp | 74.3%-38.5pp | 67.2%-31.4pp |
| Annual return | 15.34% | 26.73%-11.4pp | 35.74%-20.4pp | 160.75%-145.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,849 | $3,660-22.2% | $4,880-41.6% | $4,126-31.0% |
| Admin fee / account holder | $10,599 | $5,220+103.1% | $6,737+57.3% | $5,651+87.6% |