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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 | $55,895 | $102,422-45.4% | $147,117-62.0% | $80,959-31.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 16.96% | 135.16%-118.2pp | 420.54%-403.6pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,360 | $6,652+55.7% | $8,065+28.5% | $4,300+140.9% |
| Admin fee / account holder | $6,330 | $7,953-20.4% | $12,993-51.3% | $6,925-8.6% |