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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 | $63,303 | $103,000-38.5% | $90,300-29.9% | $152,885-58.6% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 13.97% | 95.19%-81.2pp | 78.11%-64.1pp | 345.39%-331.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,254 | $4,281-47.4% | $3,884-42.0% | $5,851-61.5% |
| Admin fee / account holder | $15,519 | $6,173+151.4% | $5,353+189.9% | $11,598+33.8% |