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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 | $57,637 | $103,393-44.3% | $87,103-33.8% | $152,909-62.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 16.07% | 28.10%-12.0pp | 28.19%-12.1pp | 345.46%-329.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,272 | $4,778-10.6% | $4,049+5.5% | $5,851-27.0% |
| Admin fee / account holder | $371 | $12,195-97.0% | $7,491-95.1% | $11,601-96.8% |