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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 | $57,472 | $117,829-51.2% | $102,423-43.9% | $145,877-60.6% |
| Participation rate | 54.2% | 78.6%-24.4pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 11.26% | 31.83%-20.6pp | 29.42%-18.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,675 | $5,732-53.3% | $5,054-47.1% | $6,691-60.0% |
| Admin fee / account holder | $2,638 | $13,335-80.2% | $9,455-72.1% | $13,402-80.3% |