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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 | $62,165 | $88,360-29.6% | $145,433-57.3% | $67,986-8.6% |
| Participation rate | 43.0% | 65.5%-22.4pp | 82.1%-39.1pp | 57.2%-14.2pp |
| Annual return | 17.98% | 63.15%-45.2pp | 66.58%-48.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,988 | $5,932+34.7% | $7,897+1.1% | $3,358+137.9% |
| Admin fee / account holder | $12,519 | $3,313+277.8% | $13,129-4.6% | $3,203+290.8% |