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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 | $53,460 | $103,392-48.3% | $87,104-38.6% | $152,897-65.0% |
| Participation rate | 65.2% | 79.4%-14.1pp | 76.9%-11.7pp | 82.5%-17.2pp |
| Annual return | 18.77% | 28.10%-9.3pp | 28.19%-9.4pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,801 | $4,778-62.3% | $4,048-55.5% | $5,851-69.2% |
| Admin fee / account holder | $2,874 | $12,194-76.4% | $7,491-61.6% | $11,599-75.2% |