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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 | $59,879 | $156,616-61.8% | $133,346-55.1% | $198,609-69.9% |
| Participation rate | 60.0% | 77.7%-17.7pp | 72.8%-12.8pp | 82.4%-22.4pp |
| Annual return | 8.65% | 44.25%-35.6pp | 36.85%-28.2pp | 202.70%-194.0pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,000 | $4,920+143.9% | $4,332+177.0% | $6,977+72.0% |
| Admin fee / account holder | $1,169 | $17,468-93.3% | $14,264-91.8% | $19,030-93.9% |