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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 | $69,182 | $98,240-29.6% | $82,312-16.0% | $147,586-53.1% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 10.80% | 30.85%-20.1pp | 25.88%-15.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,691 | $4,383-15.8% | $3,706-0.4% | $5,439-32.1% |
| Admin fee / account holder | $8,350 | $8,563-2.5% | $5,608+48.9% | $10,886-23.3% |