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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 | $58,239 | $141,004-58.7% | $112,273-48.1% | $139,456-58.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 12.31% | 32.75%-20.4pp | 30.23%-17.9pp | 373.45%-361.1pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,216 | $5,878-62.3% | $4,800-53.8% | $6,711-67.0% |
| Admin fee / account holder | $2,644 | $9,959-73.5% | $7,752-65.9% | $11,407-76.8% |