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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 | $69,714 | $211,239-67.0% | $178,528-61.0% | $145,877-52.2% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 21.01% | 30.22%-9.2pp | 27.11%-6.1pp | 551.28%-530.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,748 | $6,963-17.4% | $6,278-8.5% | $6,691-14.1% |
| Admin fee / account holder | $563 | $12,095-95.3% | $10,419-94.6% | $13,402-95.8% |