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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 | $66,442 | $174,018-61.8% | $136,833-51.4% | $198,609-66.5% |
| Participation rate | 53.8% | 65.1%-11.3pp | 59.0%-5.2pp | 82.4%-28.5pp |
| Annual return | 9.65% | 35.16%-25.5pp | 35.32%-25.7pp | 202.70%-193.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $894 | $2,873-68.9% | $2,441-63.4% | $6,977-87.2% |
| Admin fee / account holder | $2,795 | $5,434-48.6% | $4,706-40.6% | $19,030-85.3% |