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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 | $65,732 | $124,336-47.1% | $111,303-40.9% | $167,518-60.8% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 12.43% | 37.45%-25.0pp | 54.66%-42.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,046 | $5,181-21.9% | $4,487-9.8% | $6,342-36.2% |
| Admin fee / account holder | $1,072 | $10,623-89.9% | $7,966-86.5% | $12,312-91.3% |