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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 | $66,590 | $123,750-46.2% | $69,611-4.3% | $145,877-54.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 13.18% | 192.03%-178.8pp | 101.14%-88.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,417 | $4,243-43.0% | $2,891-16.4% | $6,691-63.9% |
| Admin fee / account holder | $590 | $7,817-92.5% | $4,696-87.4% | $13,402-95.6% |