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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 | $65,700 | $77,920-15.7% | $149,723-56.1% | $75,177-12.6% |
| Participation rate | 20.6% | 65.6%-45.0pp | 78.8%-58.2pp | 67.2%-46.6pp |
| Annual return | 18.51% | 31.72%-13.2pp | 134.50%-116.0pp | 160.75%-142.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,122 | $3,411-67.1% | $5,682-80.2% | $4,126-72.8% |
| Admin fee / account holder | $473 | $5,951-92.0% | $13,215-96.4% | $5,651-91.6% |