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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 | $69,388 | $116,203-40.3% | $93,621-25.9% | $152,909-54.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.8%-18.7pp | 82.5%-25.3pp |
| Annual return | 21.09% | 35.96%-14.9pp | 32.76%-11.7pp | 345.46%-324.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,067 | $4,605-33.4% | $4,070-24.6% | $5,851-47.6% |
| Admin fee / account holder | $1,557 | $10,751-85.5% | $7,890-80.3% | $11,601-86.6% |