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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 | $57,685 | $105,200-45.2% | $159,474-63.8% | $85,847-32.8% |
| Participation rate | 67.4% | 75.8%-8.3pp | 82.8%-15.4pp | 69.3%-1.9pp |
| Annual return | 19.15% | 45.08%-25.9pp | 263.68%-244.5pp | 318.61%-299.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,311 | $5,946-44.3% | $7,353-55.0% | $3,952-16.2% |
| Admin fee / account holder | $10,117 | $6,934+45.9% | $10,802-6.3% | $6,261+61.6% |