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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 | $53,422 | $110,337-51.6% | $102,383-47.8% | $145,877-63.4% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 11.07% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,064 | $5,621-63.3% | $5,060-59.2% | $6,691-69.2% |
| Admin fee / account holder | $1,425 | $9,750-85.4% | $8,391-83.0% | $13,402-89.4% |