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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 | $74,327 | $127,298-41.6% | $109,916-32.4% | $167,553-55.6% |
| Participation rate | 27.8% | 77.9%-50.1pp | 74.2%-46.4pp | 82.1%-54.3pp |
| Annual return | 11.65% | 22.97%-11.3pp | 29.46%-17.8pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,333 | $4,513-70.5% | $4,047-67.1% | $6,343-79.0% |
| Admin fee / account holder | $1,060 | $7,119-85.1% | $6,069-82.5% | $12,316-91.4% |