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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 | $65,381 | $61,125+7.0% | $94,057-30.5% | $87,485-25.3% |
| Participation rate | 37.2% | 64.1%-26.9pp | 73.3%-36.1pp | 68.9%-31.7pp |
| Annual return | 14.92% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,362 | $3,260-58.2% | $4,709-71.1% | $4,274-68.1% |
| Admin fee / account holder | $4,965 | $5,629-11.8% | $7,244-31.5% | $7,775-36.1% |