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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 | $61,502 | $158,852-61.3% | $121,220-49.3% | $135,380-54.6% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.8%-11.8pp | 82.6%-22.6pp |
| Annual return | 3.36% | -0.64%+4.0pp | 16.94%-13.6pp | 519.81%-516.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,004 | $4,006+49.9% | $3,345+79.5% | $5,609+7.0% |
| Admin fee / account holder | $11,846 | $6,515+81.8% | $5,021+135.9% | $10,828+9.4% |