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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 | $70,685 | $96,388-26.7% | $80,627-12.3% | $139,466-49.3% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 17.59% | 1352.08%-1334.5pp | 936.76%-919.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $938 | $5,224-82.1% | $4,443-78.9% | $6,712-86.0% |
| Admin fee / account holder | $8,306 | $6,603+25.8% | $5,381+54.4% | $11,409-27.2% |