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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 | $67,115 | $56,197+19.4% | $67,652-0.8% | $59,633+12.5% |
| Participation rate | 56.9% | 71.5%-14.5pp | 75.7%-18.7pp | 68.7%-11.7pp |
| Annual return | 3.69% | 18508.10%-18504.4pp | 6625.40%-6621.7pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $314 | $1,615-80.6% | $2,266-86.1% | $2,203-85.7% |
| Participant deferral / active EE | $2,107 | $2,844-25.9% | $3,560-40.8% | $3,192-34.0% |
| Admin fee / account holder | $2,481 | $3,958-37.3% | $4,821-48.5% | $4,297-42.3% |