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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 | $71,796 | $124,980-42.6% | $108,359-33.7% | $154,746-53.6% |
| Participation rate | 29.4% | 75.2%-45.8pp | 70.1%-40.7pp | 80.7%-51.3pp |
| Annual return | 16.68% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,047 | $4,743-35.8% | $4,137-26.4% | $6,730-54.7% |
| Admin fee / account holder | $1,780 | $11,502-84.5% | $9,741-81.7% | $14,365-87.6% |