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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 | $79,092 | $117,433-32.6% | $99,475-20.5% | $152,897-48.3% |
| Participation rate | 53.8% | 77.5%-23.7pp | 73.8%-20.0pp | 82.5%-28.6pp |
| Annual return | 27.96% | 31.87%-3.9pp | 30.72%-2.8pp | 345.43%-317.5pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,523 | $4,086-38.2% | $3,619-30.3% | $5,851-56.9% |
| Admin fee / account holder | $2,622 | $7,634-65.7% | $6,252-58.1% | $11,599-77.4% |