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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 | $63,560 | $203,483-68.8% | $152,473-58.3% | $167,536-62.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.2%-28.2pp | 82.1%-32.1pp |
| Annual return | 16.10% | 13.80%+2.3pp | 757.59%-741.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,370 | $6,711-64.7% | $5,817-59.3% | $6,342-62.6% |
| Admin fee / account holder | $1,926 | $22,521-91.4% | $15,811-87.8% | $12,315-84.4% |