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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 | $57,241 | $114,013-49.8% | $103,693-44.8% | $155,188-63.1% |
| Participation rate | 59.1% | 75.2%-16.1pp | 72.6%-13.6pp | 80.8%-21.7pp |
| Annual return | 11.29% | 49.31%-38.0pp | 47.61%-36.3pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,512 | $4,970-49.4% | $4,579-45.1% | $6,531-61.5% |
| Admin fee / account holder | $60,087 | $8,407+614.7% | $7,858+664.7% | $14,480+315.0% |