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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 | $59,563 | $165,939-64.1% | $122,354-51.3% | $147,585-59.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 15.41% | 34.56%-19.1pp | 30.28%-14.9pp | 578.58%-563.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,817 | $4,005+70.2% | $3,287+107.4% | $5,439+25.3% |
| Admin fee / account holder | $35,869 | $7,425+383.1% | $5,479+554.7% | $10,886+229.5% |