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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 | $64,090 | $97,125-34.0% | $86,233-25.7% | $137,256-53.3% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.0%-47.6pp | 80.0%-58.5pp |
| Annual return | 21.42% | 74.19%-52.8pp | 61.39%-40.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,625 | $5,180-30.0% | $4,559-20.5% | $6,407-43.4% |
| Admin fee / account holder | $612 | $9,725-93.7% | $8,342-92.7% | $12,270-95.0% |