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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 | $57,177 | $102,382-44.2% | $147,005-61.1% | $80,874-29.3% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.2%-24.7pp | 67.6%-10.1pp |
| Annual return | 14.79% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,451 | $6,646+27.1% | $8,070+4.7% | $4,297+96.7% |
| Admin fee / account holder | $12,299 | $7,942+54.9% | $13,006-5.4% | $6,935+77.3% |