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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 | $49,561 | $102,385-51.6% | $147,080-66.3% | $80,935-38.8% |
| Participation rate | 62.7% | 75.9%-13.2pp | 82.2%-19.5pp | 67.7%-5.0pp |
| Annual return | 15.59% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,403 | $6,651-48.8% | $8,066-57.8% | $4,299-20.9% |
| Admin fee / account holder | $4,189 | $7,951-47.3% | $12,989-67.7% | $6,924-39.5% |