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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 | $62,740 | $107,944-41.9% | $91,994-31.8% | $152,885-59.0% |
| Participation rate | 52.6% | 81.2%-28.6pp | 78.6%-26.0pp | 82.5%-29.8pp |
| Annual return | 16.39% | 89.26%-72.9pp | 69.03%-52.6pp | 345.39%-329.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,258 | $6,365-64.5% | $5,923-61.9% | $5,851-61.4% |
| Admin fee / account holder | $19,061 | $10,521+81.2% | $7,743+146.2% | $11,598+64.4% |