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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 | $77,121 | $108,212-28.7% | $77,513-0.5% | $158,966-51.5% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 7.41% | 31.67%-24.3pp | 54.81%-47.4pp | 302.95%-295.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,375 | $2,455+404.0% | $1,861+565.0% | $5,983+106.8% |
| Admin fee / account holder | $40,420 | $3,709+989.7% | $2,859+1313.7% | $11,250+259.3% |