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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 | $58,357 | $77,901-25.1% | $149,717-61.0% | $75,181-22.4% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 15.16% | 31.73%-16.6pp | 134.41%-119.2pp | 160.69%-145.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,725 | $3,411-49.4% | $5,682-69.6% | $4,126-58.2% |
| Admin fee / account holder | $2,340 | $5,949-60.7% | $13,213-82.3% | $5,650-58.6% |