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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 | $49,689 | $70,684-29.7% | $169,390-70.7% | $75,173-33.9% |
| Participation rate | 54.2% | 64.8%-10.6pp | 77.2%-22.9pp | 67.2%-13.0pp |
| Annual return | 14.53% | 36.38%-21.9pp | 406.07%-391.5pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,571 | $4,310-17.1% | $6,222-42.6% | $4,126-13.4% |
| Admin fee / account holder | $6,264 | $5,404+15.9% | $9,015-30.5% | $5,651+10.9% |