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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 | $61,688 | $73,546-16.1% | $63,018-2.1% | $147,586-58.2% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.8%-21.9pp | 82.8%-29.9pp |
| Annual return | 19.79% | 175.56%-155.8pp | 87.62%-67.8pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,404 | $4,185+29.1% | $3,330+62.3% | $5,439-0.6% |
| Admin fee / account holder | $302 | $5,956-94.9% | $3,601-91.6% | $10,886-97.2% |