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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 | $48,943 | $63,346-22.7% | $92,240-46.9% | $70,126-30.2% |
| Participation rate | 61.8% | 68.7%-6.8pp | 76.5%-14.6pp | 69.5%-7.7pp |
| Annual return | 16.55% | 530.19%-513.6pp | 176.29%-159.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,553 | $2,854+59.6% | $3,897+16.8% | $3,332+36.7% |
| Admin fee / account holder | $10,622 | $3,841+176.6% | $5,194+104.5% | $4,645+128.6% |