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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 | $88,117-32.0% | $164,928-63.7% | $74,400-19.4% |
| Participation rate | 58.0% | 73.1%-15.1pp | 78.6%-20.6pp | 67.2%-9.2pp |
| Annual return | 12.00% | 17.27%-5.3pp | 70.08%-58.1pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,769 | $4,501-16.3% | $6,034-37.5% | $4,348-13.3% |
| Admin fee / account holder | $3,449 | $2,230+54.7% | $12,684-72.8% | $1,944+77.5% |