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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 | $65,521 | $114,013-42.5% | $103,693-36.8% | $155,188-57.8% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 80.8%-43.3pp |
| Annual return | 18.12% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,754 | $4,970-44.6% | $4,579-39.9% | $6,531-57.8% |
| Admin fee / account holder | $340 | $8,407-96.0% | $7,858-95.7% | $14,480-97.7% |