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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 | $62,545 | $78,428-20.3% | $95,960-34.8% | $79,852-21.7% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 14.24% | 19.37%-5.1pp | 91.63%-77.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,640 | $3,440+180.2% | $4,167+131.4% | $3,740+157.7% |
| Admin fee / account holder | $8,156 | $5,622+45.1% | $6,797+20.0% | $5,306+53.7% |