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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 | $61,226 | $98,240-37.7% | $82,312-25.6% | $147,586-58.5% |
| Participation rate | 52.4% | 79.7%-27.3pp | 76.9%-24.5pp | 82.8%-30.4pp |
| Annual return | 10.26% | 30.85%-20.6pp | 25.88%-15.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,233 | $4,383-49.1% | $3,706-39.8% | $5,439-58.9% |
| Admin fee / account holder | $12,909 | $8,563+50.7% | $5,608+130.2% | $10,886+18.6% |