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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 | $67,369 | $106,918-37.0% | $84,021-19.8% | $152,897-55.9% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.5%-18.2pp |
| Annual return | 20.70% | 105.01%-84.3pp | 71.32%-50.6pp | 345.43%-324.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,115 | $4,012-47.3% | $3,239-34.7% | $5,851-63.9% |
| Admin fee / account holder | $2,628 | $8,288-68.3% | $6,102-56.9% | $11,599-77.3% |