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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 | $72,938 | $91,559-20.3% | $133,978-45.6% | $79,856-8.7% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.10%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $481 | $2,384-79.8% | $3,919-87.7% | $2,471-80.5% |
| Participant deferral / active EE | $3,606 | $3,734-3.4% | $5,047-28.6% | $3,741-3.6% |
| Admin fee / account holder | $588 | $6,321-90.7% | $8,930-93.4% | $5,306-88.9% |