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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 | $96,978 | $115,903-16.3% | $100,528-3.5% | $158,966-39.0% |
| Participation rate | 56.3% | 81.6%-25.3pp | 79.4%-23.2pp | 82.0%-25.7pp |
| Annual return | 17.03% | 34.80%-17.8pp | 30.90%-13.9pp | 302.95%-285.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,974 | $6,677+4.5% | $6,271+11.2% | $5,983+16.6% |
| Admin fee / account holder | $2,410 | $11,000-78.1% | $8,084-70.2% | $11,250-78.6% |