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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 | $52,045 | $112,131-53.6% | $95,964-45.8% | $158,982-67.3% |
| Participation rate | 58.3% | 79.0%-20.7pp | 77.1%-18.8pp | 82.0%-23.6pp |
| Annual return | 10.11% | 171.19%-161.1pp | 91.64%-81.5pp | 302.99%-292.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,562 | $4,784-67.4% | $4,167-62.5% | $5,983-73.9% |
| Admin fee / account holder | $10,068 | $10,136-0.7% | $6,797+48.1% | $11,252-10.5% |