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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 | $57,897 | $232,540-75.1% | $185,117-68.7% | $147,586-60.8% |
| Participation rate | 23.5% | 82.4%-58.8pp | 77.3%-53.7pp | 82.8%-59.3pp |
| Annual return | 14.95% | 43.03%-28.1pp | 40.50%-25.5pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,063 | $5,834-81.8% | $5,045-78.9% | $5,439-80.5% |
| Admin fee / account holder | $50,564 | $10,275+392.1% | $8,159+519.7% | $10,886+364.5% |