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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 | $63,377 | $70,430-10.0% | $96,572-34.4% | $85,851-26.2% |
| Participation rate | 65.6% | 61.8%+3.8pp | 69.8%-4.2pp | 69.3%-3.7pp |
| Annual return | 20.14% | 18.58%+1.6pp | 37.79%-17.7pp | 318.63%-298.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,561 | $2,894+57.6% | $3,850+18.5% | $3,952+15.4% |
| Admin fee / account holder | $8,602 | $4,996+72.2% | $6,183+39.1% | $6,261+37.4% |