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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 | $53,153 | $69,118-23.1% | $53,647-0.9% | $138,895-61.7% |
| Participation rate | 41.2% | 64.0%-22.8pp | 56.3%-15.1pp | 79.9%-38.7pp |
| Annual return | 13.47% | 248.26%-234.8pp | 358.33%-344.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,560 | $2,274-31.4% | $1,813-14.0% | $6,396-75.6% |
| Admin fee / account holder | $4,552 | $2,724+67.1% | $2,460+85.1% | $12,562-63.8% |