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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 | $68,794 | $99,652-31.0% | $78,778-12.7% | $147,586-53.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 13.00% | 47.28%-34.3pp | 35.62%-22.6pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,970 | $3,664-46.2% | $2,958-33.4% | $5,439-63.8% |
| Admin fee / account holder | $3,501 | $7,155-51.1% | $5,134-31.8% | $10,886-67.8% |