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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 | $59,482 | $106,864-44.3% | $147,318-59.6% | $82,637-28.0% |
| Participation rate | 7.2% | 75.5%-68.3pp | 82.1%-74.8pp | 68.1%-60.8pp |
| Annual return | 18.21% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,615 | $6,496-59.7% | $7,906-66.9% | $4,126-36.6% |
| Admin fee / account holder | $19,526 | $8,415+132.0% | $13,708+42.4% | $7,339+166.1% |