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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 | $56,574 | $105,200-46.2% | $159,474-64.5% | $85,847-34.1% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.8%-14.8pp | 69.3%-1.3pp |
| Annual return | 15.33% | 45.08%-29.8pp | 263.68%-248.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,558 | $5,946+10.3% | $7,353-10.8% | $3,952+65.9% |
| Admin fee / account holder | $3,036 | $6,934-56.2% | $10,802-71.9% | $6,261-51.5% |