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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 | $66,995 | $114,013-41.2% | $103,693-35.4% | $155,188-56.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 25.42% | 49.31%-23.9pp | 47.61%-22.2pp | 148.84%-123.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,604 | $4,970+133.5% | $4,579+153.4% | $6,531+77.7% |
| Admin fee / account holder | $350 | $8,407-95.8% | $7,858-95.5% | $14,480-97.6% |