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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 | $73,211 | $177,595-58.8% | $148,496-50.7% | $198,609-63.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 13.04% | 9.97%+3.1pp | 12.33%+0.7pp | 202.70%-189.7pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,644 | $5,539+38.0% | $4,808+59.0% | $6,977+9.6% |
| Admin fee / account holder | $1,308 | $27,010-95.2% | $19,547-93.3% | $19,030-93.1% |