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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 | $63,557 | $102,422-37.9% | $147,117-56.8% | $80,959-21.5% |
| Participation rate | 29.8% | 75.9%-46.0pp | 82.2%-52.4pp | 67.7%-37.8pp |
| Annual return | 16.62% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,898 | $6,652-41.4% | $8,065-51.7% | $4,300-9.4% |
| Admin fee / account holder | $13,444 | $7,953+69.0% | $12,993+3.5% | $6,925+94.1% |