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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 | $71,317 | $81,208-12.2% | $98,920-27.9% | $79,856-10.7% |
| Participation rate | 54.5% | 72.5%-18.0pp | 76.0%-21.5pp | 69.6%-15.1pp |
| Annual return | 11.13% | 60.99%-49.9pp | 196.47%-185.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,754 | $3,265+15.0% | $4,245-11.6% | $3,741+0.4% |
| Admin fee / account holder | $3,276 | $6,013-45.5% | $6,643-50.7% | $5,306-38.3% |