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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 | $59,295 | $108,911-45.6% | $100,392-40.9% | $145,884-59.4% |
| Participation rate | 55.6% | 83.0%-27.4pp | 81.5%-26.0pp | 80.3%-24.7pp |
| Annual return | 11.18% | 58.23%-47.0pp | 49.45%-38.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,491 | $8,459-58.7% | $8,090-56.8% | $6,690-47.8% |
| Admin fee / account holder | $36,034 | $9,698+271.5% | $7,904+355.9% | $13,392+169.1% |