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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 | $72,735 | $101,618-28.4% | $93,063-21.8% | $137,256-47.0% |
| Participation rate | 17.6% | 74.9%-57.3pp | 72.1%-54.5pp | 80.0%-62.3pp |
| Annual return | 14.98% | 223.95%-209.0pp | 34.15%-19.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,221 | $4,279-48.1% | $3,958-43.9% | $6,407-65.3% |
| Admin fee / account holder | $1,550 | $6,198-75.0% | $6,033-74.3% | $12,270-87.4% |