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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 | $65,985 | $152,592-56.8% | $125,180-47.3% | $152,885-56.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 18.67% | 54.84%-36.2pp | 43.79%-25.1pp | 345.39%-326.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,956 | $5,868-66.7% | $4,937-60.4% | $5,851-66.6% |
| Admin fee / account holder | $4,759 | $13,435-64.6% | $9,703-51.0% | $11,598-59.0% |