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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 | $31,450 | $100,073-68.6% | $85,126-63.1% | $145,877-78.4% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 11.14% | 84.11%-73.0pp | 66.63%-55.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,173 | $5,294-21.2% | $4,523-7.7% | $6,691-37.6% |
| Admin fee / account holder | $17,599 | $7,261+142.4% | $6,160+185.7% | $13,402+31.3% |