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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 | $60,591 | $85,169-28.9% | $172,755-64.9% | $72,983-17.0% |
| Participation rate | 30.4% | 70.1%-39.6pp | 82.6%-52.2pp | 69.5%-39.1pp |
| Annual return | 17.42% | 27.32%-9.9pp | 802.94%-785.5pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,997 | $3,260-8.1% | $5,198-42.3% | $3,608-16.9% |
| Admin fee / account holder | $7,895 | $5,880+34.3% | $13,955-43.4% | $5,124+54.1% |