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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 | $64,079 | $102,422-37.4% | $147,117-56.4% | $80,959-20.9% |
| Participation rate | 66.3% | 75.9%-9.6pp | 82.2%-15.9pp | 67.7%-1.4pp |
| Annual return | 17.52% | 135.16%-117.6pp | 420.54%-403.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,682 | $6,652+120.7% | $8,065+82.1% | $4,300+241.4% |
| Admin fee / account holder | $8,067 | $7,953+1.4% | $12,993-37.9% | $6,925+16.5% |