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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 | $55,474 | $104,251-46.8% | $91,004-39.0% | $147,585-62.4% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 16.17% | 27.06%-10.9pp | 4.60%+11.6pp | 578.58%-562.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,977 | $4,195-29.0% | $3,548-16.1% | $5,439-45.3% |
| Admin fee / account holder | $959 | $8,948-89.3% | $5,417-82.3% | $10,886-91.2% |