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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 | $67,615 | $78,707-14.1% | $117,861-42.6% | $70,126-3.6% |
| Participation rate | 42.9% | 73.2%-30.3pp | 79.7%-36.8pp | 69.5%-26.7pp |
| Annual return | 14.57% | 23.30%-8.7pp | 335.11%-320.5pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,857 | $3,297+17.0% | $4,482-14.0% | $3,332+15.8% |
| Admin fee / account holder | $1,492 | $5,066-70.5% | $8,021-81.4% | $4,645-67.9% |