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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 | $62,622 | $100,279-37.6% | $81,353-23.0% | $145,884-57.1% |
| Participation rate | 56.3% | 74.3%-18.0pp | 69.5%-13.3pp | 80.3%-24.1pp |
| Annual return | 11.80% | 34.49%-22.7pp | 24.82%-13.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,757 | $4,611-18.5% | $3,885-3.3% | $6,690-43.8% |
| Admin fee / account holder | $2,710 | $8,206-67.0% | $5,766-53.0% | $13,392-79.8% |