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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 | $66,944 | $118,496-43.5% | $98,461-32.0% | $139,466-52.0% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 12.15% | 18.96%-6.8pp | 21.17%-9.0pp | 373.66%-361.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,077 | $5,393-61.5% | $4,738-56.2% | $6,712-69.1% |
| Admin fee / account holder | $12,293 | $14,056-12.5% | $8,961+37.2% | $11,409+7.7% |