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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 | $57,920 | $117,433-50.7% | $99,475-41.8% | $152,897-62.1% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.5%-20.0pp |
| Annual return | 18.55% | 31.87%-13.3pp | 30.72%-12.2pp | 345.43%-326.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,398 | $4,086-41.3% | $3,619-33.7% | $5,851-59.0% |
| Admin fee / account holder | $2,733 | $7,634-64.2% | $6,252-56.3% | $11,599-76.4% |