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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 | $68,879 | $107,944-36.2% | $91,994-25.1% | $152,885-54.9% |
| Participation rate | 59.1% | 81.2%-22.1pp | 78.6%-19.5pp | 82.5%-23.4pp |
| Annual return | 18.53% | 89.26%-70.7pp | 69.03%-50.5pp | 345.39%-326.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,605 | $6,365-59.1% | $5,923-56.0% | $5,851-55.5% |
| Admin fee / account holder | $11,797 | $10,521+12.1% | $7,743+52.3% | $11,598+1.7% |