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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 | $65,229 | $126,113-48.3% | $116,096-43.8% | $155,188-58.0% |
| Participation rate | 54.5% | 75.1%-20.6pp | 73.3%-18.8pp | 80.8%-26.3pp |
| Annual return | 11.34% | 391.72%-380.4pp | 326.25%-314.9pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,613 | $4,162-61.2% | $3,952-59.2% | $6,531-75.3% |
| Admin fee / account holder | $754 | $8,045-90.6% | $7,704-90.2% | $14,480-94.8% |