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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 | $65,912 | $103,038-36.0% | $90,324-27.0% | $152,909-56.9% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.5%-40.8pp |
| Annual return | 15.93% | 95.25%-79.3pp | 78.15%-62.2pp | 345.46%-329.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $801 | $4,282-81.3% | $3,885-79.4% | $5,851-86.3% |
| Admin fee / account holder | $304 | $6,177-95.1% | $5,356-94.3% | $11,601-97.4% |