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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 | $68,094 | $91,037-25.2% | $71,671-5.0% | $147,585-53.9% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 10.86% | 20.48%-9.6pp | 20.65%-9.8pp | 578.58%-567.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,133 | $4,498-74.8% | $3,438-67.0% | $5,439-79.2% |
| Admin fee / account holder | $10,411 | $8,613+20.9% | $5,558+87.3% | $10,886-4.4% |