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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 | $59,677 | $102,382-41.7% | $147,005-59.4% | $80,874-26.2% |
| Participation rate | 55.3% | 75.8%-20.6pp | 82.2%-26.9pp | 67.6%-12.4pp |
| Annual return | 18.75% | 134.89%-116.1pp | 418.76%-400.0pp | 35.62%-16.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,745 | $6,646+61.7% | $8,070+33.2% | $4,297+150.1% |
| Admin fee / account holder | $8,092 | $7,942+1.9% | $13,006-37.8% | $6,935+16.7% |