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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 | $108,897-48.8% | $100,378-44.4% | $145,877-61.7% |
| Participation rate | 56.3% | 83.0%-26.7pp | 81.5%-25.3pp | 80.3%-24.1pp |
| Annual return | 13.00% | 58.17%-45.2pp | 49.41%-36.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,345 | $8,455-24.9% | $8,087-21.5% | $6,691-5.2% |
| Admin fee / account holder | $15,576 | $9,690+60.7% | $7,899+97.2% | $13,402+16.2% |