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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 | $50,095 | $73,546-31.9% | $63,018-20.5% | $147,586-66.1% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.8%-45.4pp | 82.8%-53.4pp |
| Annual return | 14.87% | 175.56%-160.7pp | 87.62%-72.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,250 | $4,185-70.1% | $3,330-62.5% | $5,439-77.0% |
| Admin fee / account holder | $1,765 | $5,956-70.4% | $3,601-51.0% | $10,886-83.8% |