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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 | $52,925 | $77,901-32.1% | $149,717-64.7% | $75,181-29.6% |
| Participation rate | 60.5% | 65.6%-5.1pp | 78.8%-18.3pp | 67.2%-6.7pp |
| Annual return | 19.53% | 31.73%-12.2pp | 134.41%-114.9pp | 160.69%-141.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,005 | $3,411+17.4% | $5,682-29.5% | $4,126-2.9% |
| Admin fee / account holder | $6,087 | $5,949+2.3% | $13,213-53.9% | $5,650+7.7% |