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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 | $99,714 | $115,225-13.5% | $100,712-1.0% | $138,895-28.2% |
| Participation rate | 36.8% | 74.3%-37.5pp | 69.3%-32.4pp | 79.9%-43.1pp |
| Annual return | 14.49% | 40.35%-25.9pp | 33.27%-18.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,257 | $4,699-73.2% | $4,085-69.2% | $6,396-80.3% |
| Admin fee / account holder | $25,667 | $10,844+136.7% | $9,256+177.3% | $12,562+104.3% |