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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 | $62,232 | $100,139-37.9% | $85,187-26.9% | $145,884-57.3% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 12.85% | 84.15%-71.3pp | 66.67%-53.8pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,982 | $5,296-43.7% | $4,525-34.1% | $6,690-55.4% |
| Admin fee / account holder | $6,431 | $7,262-11.4% | $6,162+4.4% | $13,392-52.0% |