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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 | $63,781 | $91,198-30.1% | $178,503-64.3% | $79,856-20.1% |
| Participation rate | 37.9% | 69.2%-31.3pp | 81.9%-44.0pp | 69.6%-31.7pp |
| Annual return | 23.70% | 24.20%-0.5pp | 151.12%-127.4pp | 31.71%-8.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,197 | $3,237-1.2% | $5,202-38.5% | $3,741-14.5% |
| Admin fee / account holder | $1,011 | $6,748-85.0% | $13,987-92.8% | $5,306-80.9% |