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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 | $62,990 | $112,935-44.2% | $90,970-30.8% | $158,966-60.4% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 11.13% | 215.79%-204.7pp | 134.58%-123.5pp | 302.95%-291.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,224 | $4,129-21.9% | $3,373-4.4% | $5,983-46.1% |
| Admin fee / account holder | $4,888 | $8,045-39.2% | $5,960-18.0% | $11,250-56.6% |