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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 | $68,938 | $115,814-40.5% | $101,275-31.9% | $158,982-56.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 17.06% | 56.16%-39.1pp | 46.48%-29.4pp | 302.99%-285.9pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,957 | $4,958+40.3% | $4,371+59.2% | $5,983+16.3% |
| Admin fee / account holder | $9,238 | $7,249+27.4% | $5,948+55.3% | $11,252-17.9% |