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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 | $90,233 | $107,666-16.2% | $102,184-11.7% | $154,746-41.7% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 19.51% | 29.33%-9.8pp | 31.58%-12.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,174 | $8,719+119.9% | $8,309+130.8% | $6,730+184.9% |
| Admin fee / account holder | $8,711 | $12,943-32.7% | $11,609-25.0% | $14,365-39.4% |