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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 | $54,965 | $103,393-46.8% | $87,103-36.9% | $152,909-64.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 20.84% | 28.10%-7.3pp | 28.19%-7.4pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,500 | $4,778+15.1% | $4,049+35.9% | $5,851-6.0% |
| Admin fee / account holder | $623 | $12,195-94.9% | $7,491-91.7% | $11,601-94.6% |