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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 | $85,201 | $124,336-31.5% | $111,303-23.5% | $167,518-49.1% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 15.18% | 37.45%-22.3pp | 54.66%-39.5pp | 478.71%-463.5pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,068 | $5,181-21.5% | $4,487-9.4% | $6,342-35.9% |
| Admin fee / account holder | $476 | $10,623-95.5% | $7,966-94.0% | $12,312-96.1% |