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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 | $63,480 | $176,786-64.1% | $146,643-56.7% | $167,536-62.1% |
| Participation rate | 64.3% | 83.6%-19.3pp | 80.1%-15.8pp | 82.1%-17.8pp |
| Annual return | 17.32% | 24.04%-6.7pp | 22.75%-5.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,574 | $6,440-44.5% | $5,506-35.1% | $6,342-43.7% |
| Admin fee / account holder | $2,355 | $13,262-82.2% | $10,280-77.1% | $12,315-80.9% |