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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 | $65,660 | $93,346-29.7% | $71,796-8.5% | $273,972-76.0% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 6.74% | 130.39%-123.7pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,529 | $3,475-56.0% | $2,794-45.3% | $5,287-71.1% |
| Admin fee / account holder | $8,940 | $6,571+36.1% | $4,815+85.7% | $10,133-11.8% |