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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 | $64,391 | $118,919-45.9% | $88,538-27.3% | $152,897-57.9% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.5%-32.5pp |
| Annual return | 8.61% | 47.92%-39.3pp | 43.64%-35.0pp | 345.43%-336.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $952 | $3,549-73.2% | $2,914-67.3% | $5,851-83.7% |
| Admin fee / account holder | $4,187 | $5,876-28.8% | $4,310-2.9% | $11,599-63.9% |