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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 | $60,528 | $77,638-22.0% | $156,551-61.3% | $62,881-3.7% |
| Participation rate | 64.6% | 71.2%-6.6pp | 84.0%-19.4pp | 69.3%-4.7pp |
| Annual return | 7.83% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,968 | $3,046-35.4% | $4,871-59.6% | $3,203-38.5% |
| Admin fee / account holder | $1,068 | $5,561-80.8% | $13,028-91.8% | $4,296-75.1% |