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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 | $77,487 | $84,236-8.0% | $170,435-54.5% | $70,126+10.5% |
| Participation rate | 41.5% | 70.8%-29.4pp | 83.6%-42.1pp | 69.5%-28.1pp |
| Annual return | 19.87% | 23.06%-3.2pp | 205.94%-186.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,490 | $3,086+13.1% | $4,939-29.3% | $3,332+4.7% |
| Admin fee / account holder | $1,117 | $5,698-80.4% | $13,881-92.0% | $4,645-76.0% |