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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 | $60,194 | $63,346-5.0% | $92,240-34.7% | $70,126-14.2% |
| Participation rate | 29.3% | 68.7%-39.4pp | 76.5%-47.2pp | 69.5%-40.3pp |
| Annual return | 13.79% | 530.19%-516.4pp | 176.29%-162.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,163 | $2,854-59.3% | $3,897-70.2% | $3,332-65.1% |
| Admin fee / account holder | $3,141 | $3,841-18.2% | $5,194-39.5% | $4,645-32.4% |