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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 | $65,229 | $125,778-48.1% | $114,563-43.1% | $154,746-57.8% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.9%-18.4pp | 80.7%-26.2pp |
| Annual return | 11.34% | 295.14%-283.8pp | 241.09%-229.8pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,613 | $4,445-63.7% | $4,142-61.1% | $6,730-76.0% |
| Admin fee / account holder | $754 | $8,190-90.8% | $7,623-90.1% | $14,365-94.7% |