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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 | $56,725 | $112,131-49.4% | $95,964-40.9% | $158,982-64.3% |
| Participation rate | 59.1% | 79.0%-19.9pp | 77.1%-18.0pp | 82.0%-22.9pp |
| Annual return | 14.42% | 171.19%-156.8pp | 91.64%-77.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,230 | $4,784-53.4% | $4,167-46.5% | $5,983-62.7% |
| Admin fee / account holder | $555 | $10,136-94.5% | $6,797-91.8% | $11,252-95.1% |