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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 | $76,167 | $112,729-32.4% | $98,716-22.8% | $137,256-44.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 12.75% | 38.48%-25.7pp | 31.81%-19.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,458 | $4,640-68.6% | $4,048-64.0% | $6,407-77.3% |
| Admin fee / account holder | $27,515 | $10,129+171.7% | $8,703+216.2% | $12,270+124.2% |