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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 | $104,682 | $127,387-17.8% | $115,038-9.0% | $125,389-16.5% |
| Participation rate | 25.0% | 84.2%-59.2pp | 81.4%-56.4pp | 83.2%-58.2pp |
| Annual return | 1.97% | 31.28%-29.3pp | 26.14%-24.2pp | 282.24%-280.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,285 | $6,423-48.9% | $6,026-45.5% | $5,352-38.6% |
| Admin fee / account holder | $62,907 | $9,516+561.0% | $8,175+669.5% | $9,541+559.3% |