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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 | $59,113 | $113,339-47.8% | $94,993-37.8% | $147,585-59.9% |
| Participation rate | 47.4% | 78.0%-30.6pp | 73.9%-26.5pp | 82.8%-35.5pp |
| Annual return | 15.22% | 20.77%-5.5pp | 27.12%-11.9pp | 578.57%-563.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $868 | $3,777-77.0% | $3,317-73.8% | $5,439-84.0% |
| Admin fee / account holder | $6,629 | $6,063+9.3% | $4,960+33.6% | $10,885-39.1% |