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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 | $61,014 | $107,809-43.4% | $97,032-37.1% | $155,188-60.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 18.70% | 38.06%-19.4pp | 35.38%-16.7pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,166 | $5,129+39.7% | $4,672+53.4% | $6,531+9.7% |
| Admin fee / account holder | $1,596 | $10,717-85.1% | $9,418-83.1% | $14,480-89.0% |