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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 | $58,753 | $101,063-41.9% | $81,473-27.9% | $147,586-60.2% |
| Participation rate | 9.1% | 74.5%-65.4pp | 68.0%-58.9pp | 82.8%-73.7pp |
| Annual return | 12.16% | 32.41%-20.2pp | 38.78%-26.6pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $842 | $4,242-80.2% | $3,537-76.2% | $5,439-84.5% |
| Admin fee / account holder | $1,850 | $5,812-68.2% | $4,561-59.4% | $10,886-83.0% |