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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 | $73,762 | $63,342+16.4% | $92,235-20.0% | $70,131+5.2% |
| Participation rate | 41.7% | 68.7%-27.0pp | 76.5%-34.8pp | 69.5%-27.9pp |
| Annual return | 15.23% | 530.15%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,325 | $2,854-18.5% | $3,897-40.3% | $3,332-30.2% |
| Admin fee / account holder | $1,884 | $3,840-50.9% | $5,194-63.7% | $4,645-59.4% |