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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 | $59,939 | $88,203-32.0% | $165,100-63.7% | $74,478-19.5% |
| Participation rate | 58.0% | 73.1%-15.1pp | 78.6%-20.6pp | 67.2%-9.2pp |
| Annual return | 12.00% | 17.13%-5.1pp | 70.21%-58.2pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,769 | $4,505-16.3% | $6,035-37.5% | $4,350-13.4% |
| Admin fee / account holder | $3,449 | $2,235+54.3% | $12,696-72.8% | $1,946+77.3% |