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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 | $60,866 | $176,402-65.5% | $134,162-54.6% | $158,966-61.7% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 15.05% | 63.66%-48.6pp | 36.35%-21.3pp | 302.95%-287.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $851 | $4,093-79.2% | $3,500-75.7% | $5,983-85.8% |
| Admin fee / account holder | $761 | $8,719-91.3% | $6,685-88.6% | $11,250-93.2% |