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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 | $76,992 | $102,245-24.7% | $89,340-13.8% | $137,256-43.9% |
| Participation rate | 18.2% | 74.9%-56.7pp | 69.6%-51.4pp | 80.0%-61.8pp |
| Annual return | 14.40% | 21.89%-7.5pp | 20.57%-6.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $903 | $4,436-79.6% | $3,823-76.4% | $6,407-85.9% |
| Admin fee / account holder | $1,026 | $8,085-87.3% | $6,704-84.7% | $12,270-91.6% |