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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 | $57,277 | $97,125-41.0% | $86,233-33.6% | $137,256-58.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 11.61% | 74.19%-62.6pp | 61.39%-49.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,500 | $5,180+199.2% | $4,559+240.0% | $6,407+141.9% |
| Admin fee / account holder | $616 | $9,725-93.7% | $8,342-92.6% | $12,270-95.0% |