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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 | $52,559 | $152,592-65.6% | $125,180-58.0% | $152,885-65.6% |
| Participation rate | 57.9% | 83.3%-25.4pp | 79.8%-21.9pp | 82.5%-24.6pp |
| Annual return | 22.83% | 54.84%-32.0pp | 43.79%-21.0pp | 345.39%-322.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,791 | $5,868-52.4% | $4,937-43.5% | $5,851-52.3% |
| Admin fee / account holder | $2,050 | $13,435-84.7% | $9,703-78.9% | $11,598-82.3% |