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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 | $56,073 | $149,741-62.6% | $118,914-52.8% | $158,982-64.7% |
| Participation rate | 44.4% | 82.1%-37.7pp | 75.4%-31.0pp | 82.0%-37.5pp |
| Annual return | 15.79% | 19.94%-4.2pp | 35.89%-20.1pp | 302.99%-287.2pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,529 | $5,226+44.1% | $4,266+76.5% | $5,983+25.8% |
| Admin fee / account holder | $14,956 | $8,607+73.8% | $6,582+127.2% | $11,252+32.9% |