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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 | $56,161 | $61,125-8.1% | $94,057-40.3% | $87,485-35.8% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.3%-23.3pp | 68.9%-18.9pp |
| Annual return | 23.12% | 35.20%-12.1pp | 480.62%-457.5pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,491 | $3,260+7.1% | $4,709-25.9% | $4,274-18.3% |
| Admin fee / account holder | $1,082 | $5,629-80.8% | $7,244-85.1% | $7,775-86.1% |