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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 | $56,013 | $101,063-44.6% | $81,473-31.2% | $147,586-62.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 10.95% | 32.41%-21.5pp | 38.78%-27.8pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $660 | $4,242-84.4% | $3,537-81.3% | $5,439-87.9% |
| Admin fee / account holder | $505 | $5,812-91.3% | $4,561-88.9% | $10,886-95.4% |