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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 | $65,550 | $165,361-60.4% | $149,715-56.2% | $158,950-58.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 9.86% | 348.24%-338.4pp | 276.66%-266.8pp | 302.91%-293.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,558 | $7,182-50.5% | $6,842-48.0% | $5,983-40.5% |
| Admin fee / account holder | $30,722 | $10,808+184.3% | $9,310+230.0% | $11,248+173.1% |