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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 | $32,572 | $100,073-67.5% | $85,126-61.7% | $145,877-77.7% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 15.81% | 84.11%-68.3pp | 66.63%-50.8pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,875 | $5,294+29.9% | $4,523+52.0% | $6,691+2.8% |
| Admin fee / account holder | $557 | $7,261-92.3% | $6,160-91.0% | $13,402-95.8% |