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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 | $53,374 | $114,013-53.2% | $103,693-48.5% | $155,188-65.6% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.6%-3.9pp | 80.8%-12.1pp |
| Annual return | 14.41% | 49.31%-34.9pp | 47.61%-33.2pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,324 | $4,970-53.2% | $4,579-49.2% | $6,531-64.4% |
| Admin fee / account holder | $1,085 | $8,407-87.1% | $7,858-86.2% | $14,480-92.5% |