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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 | $60,685 | $95,383-36.4% | $185,837-67.3% | $85,856-29.3% |
| Participation rate | 15.7% | 68.8%-53.1pp | 81.7%-66.0pp | 69.3%-53.7pp |
| Annual return | 41.70% | 23.59%+18.1pp | 122.08%-80.4pp | 318.58%-276.9pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $976 | $3,423-71.5% | $5,568-82.5% | $3,952-75.3% |
| Admin fee / account holder | $1,536 | $7,213-78.7% | $16,241-90.5% | $6,261-75.5% |