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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 | $72,849 | $101,618-28.3% | $93,063-21.7% | $137,256-46.9% |
| Participation rate | 28.6% | 74.9%-46.4pp | 72.1%-43.5pp | 80.0%-51.4pp |
| Annual return | 16.89% | 223.95%-207.1pp | 34.15%-17.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,269 | $4,279-0.2% | $3,958+7.8% | $6,407-33.4% |
| Admin fee / account holder | $409 | $6,198-93.4% | $6,033-93.2% | $12,270-96.7% |