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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 | $55,546 | $113,338-51.0% | $94,993-41.5% | $147,586-62.4% |
| Participation rate | 68.4% | 78.0%-9.6pp | 73.9%-5.5pp | 82.8%-14.4pp |
| Annual return | 15.03% | 20.80%-5.8pp | 27.14%-12.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,952 | $3,777-21.8% | $3,317-11.0% | $5,439-45.7% |
| Admin fee / account holder | $1,118 | $6,063-81.6% | $4,960-77.5% | $10,886-89.7% |