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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 | $85,256 | $132,099-35.5% | $115,599-26.2% | $138,895-38.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.3%-11.8pp | 79.9%-17.4pp |
| Annual return | 13.43% | 176.76%-163.3pp | 111.10%-97.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,232 | $5,617-60.3% | $4,889-54.4% | $6,396-65.1% |
| Admin fee / account holder | $25,443 | $15,650+62.6% | $12,841+98.1% | $12,562+102.5% |