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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 | $55,401 | $125,778-56.0% | $114,563-51.6% | $154,746-64.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 10.01% | 295.14%-285.1pp | 241.09%-231.1pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,155 | $4,445-74.0% | $4,142-72.1% | $6,730-82.8% |
| Admin fee / account holder | $23,583 | $8,190+187.9% | $7,623+209.4% | $14,365+64.2% |