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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 | $57,024 | $113,338-49.7% | $94,993-40.0% | $147,586-61.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 22.07% | 20.80%+1.3pp | 27.14%-5.1pp | 578.59%-556.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,996 | $3,777-47.2% | $3,317-39.8% | $5,439-63.3% |
| Admin fee / account holder | $2,088 | $6,063-65.6% | $4,960-57.9% | $10,886-80.8% |