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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 | $77,575 | $100,203-22.6% | $85,240-9.0% | $145,897-46.8% |
| Participation rate | 63.2% | 74.1%-10.9pp | 67.5%-4.4pp | 80.3%-17.1pp |
| Annual return | 16.79% | 84.28%-67.5pp | 66.75%-50.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,890 | $5,299-64.3% | $4,527-58.2% | $6,689-71.7% |
| Admin fee / account holder | $4,536 | $7,265-37.6% | $6,165-26.4% | $13,390-66.1% |