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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 | $65,177 | $65,395-0.3% | $182,540-64.3% | $72,975-10.7% |
| Participation rate | 30.6% | 65.4%-34.8pp | 78.0%-47.3pp | 69.5%-38.8pp |
| Annual return | 18.81% | 27.68%-8.9pp | 148.58%-129.8pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,448 | $3,563-59.3% | $5,525-73.8% | $3,608-59.9% |
| Admin fee / account holder | $3,238 | $4,245-23.7% | $8,593-62.3% | $5,124-36.8% |