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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 | $66,707 | $103,387-35.5% | $87,102-23.4% | $152,885-56.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 20.65% | 28.10%-7.4pp | 28.19%-7.5pp | 345.39%-324.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,920 | $4,778-59.8% | $4,048-52.6% | $5,851-67.2% |
| Admin fee / account holder | $934 | $12,193-92.3% | $7,491-87.5% | $11,598-91.9% |