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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 | $56,283 | $105,198-46.5% | $159,455-64.7% | $85,856-34.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 14.32% | 45.08%-30.8pp | 263.63%-249.3pp | 318.58%-304.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,054 | $5,946-15.0% | $7,353-31.3% | $3,952+27.9% |
| Admin fee / account holder | $831 | $6,934-88.0% | $10,800-92.3% | $6,261-86.7% |