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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 | $52,318 | $232,540-77.5% | $185,117-71.7% | $147,586-64.6% |
| Participation rate | 60.9% | 82.4%-21.5pp | 77.3%-16.4pp | 82.8%-22.0pp |
| Annual return | 17.24% | 43.03%-25.8pp | 40.50%-23.3pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,548 | $5,834-56.3% | $5,045-49.5% | $5,439-53.1% |
| Admin fee / account holder | $23,003 | $10,275+123.9% | $8,159+181.9% | $10,886+111.3% |