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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 | $54,384 | $102,638-47.0% | $81,982-33.7% | $158,982-65.8% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.3%-5.0pp | 82.0%-17.7pp |
| Annual return | 8.40% | 61.05%-52.7pp | 41.31%-32.9pp | 302.99%-294.6pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,899 | $4,649-59.1% | $3,722-49.0% | $5,983-68.3% |
| Admin fee / account holder | $7,896 | $8,237-4.1% | $5,665+39.4% | $11,252-29.8% |