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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 | $64,642 | $117,829-45.1% | $102,423-36.9% | $145,877-55.7% |
| Participation rate | 52.4% | 78.6%-26.2pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 12.99% | 31.83%-18.8pp | 29.42%-16.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,104 | $5,732-11.0% | $5,054+1.0% | $6,691-23.7% |
| Admin fee / account holder | $12,068 | $13,335-9.5% | $9,455+27.6% | $13,402-10.0% |