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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 | $53,657 | $103,038-47.9% | $90,324-40.6% | $152,909-64.9% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.5%-24.6pp |
| Annual return | 13.36% | 95.25%-81.9pp | 78.15%-64.8pp | 345.46%-332.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,901 | $4,282-55.6% | $3,885-51.1% | $5,851-67.5% |
| Admin fee / account holder | $1,188 | $6,177-80.8% | $5,356-77.8% | $11,601-89.8% |