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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 | $59,959 | $101,063-40.7% | $81,473-26.4% | $147,585-59.4% |
| Participation rate | 68.4% | 74.5%-6.0pp | 68.0%+0.5pp | 82.8%-14.4pp |
| Annual return | 8.94% | 32.41%-23.5pp | 38.78%-29.8pp | 578.58%-569.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $652 | $4,242-84.6% | $3,537-81.6% | $5,439-88.0% |
| Admin fee / account holder | $2,829 | $5,812-51.3% | $4,561-38.0% | $10,886-74.0% |