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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 | $64,922 | $127,779-49.2% | $106,551-39.1% | $167,518-61.2% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 12.35% | 33.87%-21.5pp | 26.80%-14.4pp | 478.71%-466.4pp |
| Employer contribution / active EE | $10 | $3,427-99.7% | $2,819-99.6% | $4,838-99.8% |
| Participant deferral / active EE | $1,548 | $5,088-69.6% | $4,398-64.8% | $6,342-75.6% |
| Admin fee / account holder | $10,551 | $11,228-6.0% | $7,408+42.4% | $12,312-14.3% |