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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 | $70,870 | $136,860-48.2% | $120,344-41.1% | $154,746-54.2% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 18.37% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,907 | $5,793+88.3% | $5,135+112.4% | $6,730+62.1% |
| Admin fee / account holder | $40,066 | $15,393+160.3% | $12,742+214.5% | $14,365+178.9% |