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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 | $123,854-46.2% | $69,623-4.4% | $145,884-54.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 13.18% | 192.35%-179.2pp | 101.23%-88.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,417 | $4,242-43.0% | $2,890-16.4% | $6,690-63.9% |
| Admin fee / account holder | $590 | $7,822-92.5% | $4,696-87.4% | $13,392-95.6% |