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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 | $88,186 | $101,618-13.2% | $93,063-5.2% | $137,256-35.8% |
| Participation rate | 61.5% | 74.9%-13.4pp | 72.1%-10.6pp | 80.0%-18.4pp |
| Annual return | 16.29% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,080 | $4,279-74.8% | $3,958-72.7% | $6,407-83.1% |
| Admin fee / account holder | $1,066 | $6,198-82.8% | $6,033-82.3% | $12,270-91.3% |