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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 | $110,254-33.6% | $95,733-23.5% | $139,427-47.5% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 12.69% | 27.13%-14.4pp | 28.37%-15.7pp | 373.27%-360.6pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,200 | $4,675-74.3% | $4,244-71.7% | $6,711-82.1% |
| Admin fee / account holder | $16,720 | $6,607+153.1% | $5,673+194.7% | $11,404+46.6% |