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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 | $59,567 | $96,731-38.4% | $123,973-52.0% | $86,983-31.5% |
| Participation rate | 60.0% | 70.0%-10.0pp | 76.7%-16.7pp | 69.5%-9.5pp |
| Annual return | 19.74% | 17.33%+2.4pp | 388.13%-368.4pp | 25.83%-6.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,995 | $4,152-27.9% | $5,247-42.9% | $4,194-28.6% |
| Admin fee / account holder | $9,105 | $8,722+4.4% | $11,799-22.8% | $7,856+15.9% |