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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 | $67,115 | $118,875-43.5% | $96,572-30.5% | $167,553-59.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 10.85% | 50.50%-39.7pp | 37.79%-26.9pp | 478.89%-468.0pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,964 | $4,617+7.5% | $3,850+28.9% | $6,343-21.7% |
| Admin fee / account holder | $2,159 | $8,070-73.2% | $6,183-65.1% | $12,316-82.5% |