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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 | $59,062 | $132,634-55.5% | $115,768-49.0% | $137,256-57.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 13.38% | 160.70%-147.3pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,939 | $5,619+23.5% | $4,917+41.1% | $6,407+8.3% |
| Admin fee / account holder | $3,786 | $15,028-74.8% | $12,439-69.6% | $12,270-69.1% |