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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 | $71,195 | $100,139-28.9% | $85,187-16.4% | $145,884-51.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 11.00% | 84.15%-73.2pp | 66.67%-55.7pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,566 | $5,296-51.5% | $4,525-43.3% | $6,690-61.6% |
| Admin fee / account holder | $4,026 | $7,262-44.6% | $6,162-34.7% | $13,392-69.9% |