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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 | $62,100 | $65,395-5.0% | $182,540-66.0% | $72,975-14.9% |
| Participation rate | 37.2% | 65.4%-28.2pp | 78.0%-40.8pp | 69.5%-32.3pp |
| Annual return | 22.22% | 27.68%-5.5pp | 148.58%-126.4pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,333 | $3,563-34.5% | $5,525-57.8% | $3,608-35.3% |
| Admin fee / account holder | $861 | $4,245-79.7% | $8,593-90.0% | $5,124-83.2% |