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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 | $82,525 | $83,337-1.0% | $67,834+21.7% | $273,972-69.9% |
| Participation rate | 64.7% | 76.4%-11.7pp | 68.8%-4.1pp | 83.0%-18.3pp |
| Annual return | 6.77% | 259.45%-252.7pp | 138.47%-131.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,739 | $4,088-8.5% | $3,160+18.3% | $5,287-29.3% |
| Admin fee / account holder | $10,335 | $6,752+53.1% | $4,622+123.6% | $10,133+2.0% |