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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 | $68,197 | $81,208-16.0% | $98,920-31.1% | $79,852-14.6% |
| Participation rate | 68.4% | 72.5%-4.1pp | 76.0%-7.6pp | 69.6%-1.2pp |
| Annual return | 16.50% | 60.99%-44.5pp | 196.47%-180.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,976 | $3,265-39.5% | $4,245-53.5% | $3,740-47.2% |
| Admin fee / account holder | $970 | $6,013-83.9% | $6,643-85.4% | $5,306-81.7% |