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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 | $62,743 | $93,346-32.8% | $71,796-12.6% | $273,972-77.1% |
| Participation rate | 53.3% | 76.5%-23.2pp | 69.1%-15.8pp | 83.0%-29.7pp |
| Annual return | 17.13% | 130.39%-113.3pp | 78.04%-60.9pp | 41.46%-24.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,036 | $3,475+102.5% | $2,794+151.8% | $5,287+33.1% |
| Admin fee / account holder | $21,552 | $6,571+228.0% | $4,815+347.6% | $10,133+112.7% |