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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 | $69,786 | $105,856-34.1% | $90,161-22.6% | $147,586-52.7% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 10.91% | 37.63%-26.7pp | 34.89%-24.0pp | 578.59%-567.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,504 | $5,733-56.3% | $5,287-52.6% | $5,439-54.0% |
| Admin fee / account holder | $821 | $8,046-89.8% | $5,943-86.2% | $10,886-92.5% |