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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 | $51,963 | $127,779-59.3% | $106,551-51.2% | $167,518-69.0% |
| Participation rate | 61.1% | 78.3%-17.2pp | 76.1%-15.0pp | 82.1%-21.0pp |
| Annual return | 13.74% | 33.87%-20.1pp | 26.80%-13.1pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,825 | $5,088-64.1% | $4,398-58.5% | $6,342-71.2% |
| Admin fee / account holder | $10,015 | $11,228-10.8% | $7,408+35.2% | $12,312-18.7% |