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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 | $55,801 | $108,942-48.8% | $100,415-44.4% | $145,897-61.8% |
| Participation rate | 56.3% | 83.0%-26.7pp | 81.5%-25.3pp | 80.3%-24.1pp |
| Annual return | 13.00% | 58.27%-45.3pp | 49.47%-36.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,345 | $8,461-25.0% | $8,091-21.6% | $6,689-5.1% |
| Admin fee / account holder | $15,576 | $9,702+60.6% | $7,906+97.0% | $13,390+16.3% |