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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 | $59,432 | $113,338-47.6% | $94,993-37.4% | $147,586-59.7% |
| Participation rate | 55.0% | 78.0%-23.0pp | 73.9%-18.9pp | 82.8%-27.8pp |
| Annual return | 10.02% | 20.80%-10.8pp | 27.14%-17.1pp | 578.59%-568.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,124 | $3,777-17.3% | $3,317-5.8% | $5,439-42.6% |
| Admin fee / account holder | $33,793 | $6,063+457.4% | $4,960+581.3% | $10,886+210.4% |