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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 | $43,535 | $101,618-57.2% | $93,063-53.2% | $137,256-68.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 17.21% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,479 | $4,279+28.0% | $3,958+38.4% | $6,407-14.5% |
| Admin fee / account holder | $1,081 | $6,198-82.6% | $6,033-82.1% | $12,270-91.2% |