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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 | $54,159 | $99,652-45.7% | $78,778-31.3% | $147,586-63.3% |
| Participation rate | 64.7% | 76.2%-11.5pp | 69.2%-4.5pp | 82.8%-18.1pp |
| Annual return | 16.40% | 47.28%-30.9pp | 35.62%-19.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,396 | $3,664-61.9% | $2,958-52.8% | $5,439-74.3% |
| Admin fee / account holder | $11,600 | $7,155+62.1% | $5,134+126.0% | $10,886+6.6% |