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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 | $62,615 | $118,695-47.2% | $98,916-36.7% | $158,950-60.6% |
| Participation rate | 36.8% | 77.8%-41.0pp | 76.0%-39.2pp | 82.0%-45.1pp |
| Annual return | 5.66% | 372.39%-366.7pp | 196.45%-190.8pp | 302.91%-297.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,786 | $5,088-45.2% | $4,245-34.4% | $5,983-53.4% |
| Admin fee / account holder | $17,928 | $10,132+76.9% | $6,642+169.9% | $11,248+59.4% |