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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 | $73,191 | $110,303-33.6% | $95,759-23.6% | $139,487-47.5% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 12.69% | 27.19%-14.5pp | 28.42%-15.7pp | 373.84%-361.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,200 | $4,674-74.3% | $4,244-71.7% | $6,713-82.1% |
| Admin fee / account holder | $16,720 | $6,615+152.7% | $5,678+194.5% | $11,407+46.6% |