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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 | $64,027 | $78,425-18.4% | $95,956-33.3% | $79,858-19.8% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.8pp |
| Annual return | 13.35% | 19.37%-6.0pp | 91.63%-78.3pp | 31.72%-18.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,461 | $3,440+29.7% | $4,167+7.1% | $3,740+19.3% |
| Admin fee / account holder | $19,911 | $5,622+254.2% | $6,797+192.9% | $5,306+275.3% |