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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 | $52,062 | $99,652-47.8% | $78,778-33.9% | $147,586-64.7% |
| Participation rate | 52.6% | 76.2%-23.6pp | 69.2%-16.6pp | 82.8%-30.2pp |
| Annual return | 9.05% | 47.28%-38.2pp | 35.62%-26.6pp | 578.59%-569.5pp |
| Employer contribution / active EE | -$1 | $2,796-100.0% | $1,986-100.1% | $4,876-100.0% |
| Participant deferral / active EE | $1,149 | $3,664-68.6% | $2,958-61.2% | $5,439-78.9% |
| Admin fee / account holder | $5,659 | $7,155-20.9% | $5,134+10.2% | $10,886-48.0% |