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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 | $99,875-40.4% | $146,866-59.5% | $86,983-31.6% |
| Participation rate | 7.2% | 75.8%-68.6pp | 82.5%-75.3pp | 69.5%-62.3pp |
| Annual return | 18.21% | 28.10%-9.9pp | 102.85%-84.6pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,615 | $6,322-58.6% | $7,759-66.3% | $4,194-37.6% |
| Admin fee / account holder | $19,526 | $7,838+149.1% | $13,620+43.4% | $7,856+148.5% |