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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 | $81,902 | $114,013-28.2% | $103,693-21.0% | $155,188-47.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 17.44% | 49.31%-31.9pp | 47.61%-30.2pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,828 | $4,970-43.1% | $4,579-38.3% | $6,531-56.7% |
| Admin fee / account holder | $1,271 | $8,407-84.9% | $7,858-83.8% | $14,480-91.2% |