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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 | $76,775 | $86,288-11.0% | $111,306-31.0% | $85,851-10.6% |
| Participation rate | 63.3% | 73.3%-10.1pp | 77.3%-14.1pp | 69.3%-6.1pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.67%-41.7pp | 318.63%-305.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,620 | $3,641+136.7% | $4,488+92.1% | $3,952+118.1% |
| Admin fee / account holder | $1,329 | $8,189-83.8% | $7,966-83.3% | $6,261-78.8% |