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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 | $62,622 | $100,125-37.5% | $81,482-23.1% | $145,978-57.1% |
| Participation rate | 56.3% | 74.2%-17.9pp | 69.5%-13.3pp | 80.3%-24.0pp |
| Annual return | 11.80% | 34.44%-22.6pp | 24.79%-13.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,757 | $4,609-18.5% | $3,885-3.3% | $6,690-43.8% |
| Admin fee / account holder | $2,710 | $8,198-66.9% | $5,761-53.0% | $13,400-79.8% |