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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 | $65,622 | $208,088-68.5% | $186,193-64.8% | $154,746-57.6% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 15.77% | 89.97%-74.2pp | 78.03%-62.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,618 | $7,078-6.5% | $6,513+1.6% | $6,730-1.7% |
| Admin fee / account holder | $1,394 | $11,698-88.1% | $11,058-87.4% | $14,365-90.3% |