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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 | $55,519 | $104,953-47.1% | $84,637-34.4% | $152,909-63.7% |
| Participation rate | 27.3% | 74.8%-47.6pp | 68.2%-41.0pp | 82.5%-55.2pp |
| Annual return | 18.24% | 373.94%-355.7pp | 258.82%-240.6pp | 345.46%-327.2pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,454 | $4,691-47.7% | $3,900-37.1% | $5,851-58.1% |
| Admin fee / account holder | $1,567 | $6,244-74.9% | $4,914-68.1% | $11,601-86.5% |