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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 | $60,739 | $104,937-42.1% | $84,628-28.2% | $152,897-60.3% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 21.83% | 373.88%-352.0pp | 258.80%-237.0pp | 345.43%-323.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,818 | $4,690+2.7% | $3,900+23.5% | $5,851-17.7% |
| Admin fee / account holder | $1,590 | $6,243-74.5% | $4,914-67.6% | $11,599-86.3% |