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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 | $58,600 | $91,086-35.7% | $203,872-71.3% | $86,983-32.6% |
| Participation rate | 62.9% | 65.8%-2.9pp | 77.8%-14.9pp | 69.5%-6.6pp |
| Annual return | 13.59% | 22.30%-8.7pp | 85.11%-71.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,729 | $4,019-32.1% | $6,388-57.3% | $4,194-34.9% |
| Admin fee / account holder | $15,238 | $8,987+69.6% | $11,730+29.9% | $7,856+94.0% |