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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 | $102,385-41.7% | $147,080-59.4% | $80,935-26.3% |
| Participation rate | 55.3% | 75.9%-20.6pp | 82.2%-26.9pp | 67.7%-12.4pp |
| Annual return | 18.75% | 135.09%-116.3pp | 420.17%-401.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,745 | $6,651+61.6% | $8,066+33.2% | $4,299+149.9% |
| Admin fee / account holder | $8,092 | $7,951+1.8% | $12,989-37.7% | $6,924+16.9% |