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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 | $102,429-37.4% | $147,096-56.4% | $80,925-20.8% |
| Participation rate | 66.3% | 75.9%-9.6pp | 82.2%-15.9pp | 67.7%-1.4pp |
| Annual return | 17.52% | 135.02%-117.5pp | 419.75%-402.2pp | 35.65%-18.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,682 | $6,649+120.8% | $8,071+81.9% | $4,299+241.5% |
| Admin fee / account holder | $8,067 | $7,957+1.4% | $13,005-38.0% | $6,940+16.2% |