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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 | $67,823-21.6% | $52,425+1.4% | $137,256-61.3% |
| Participation rate | 41.2% | 63.9%-22.7pp | 55.6%-14.4pp | 80.0%-38.8pp |
| Annual return | 13.47% | 219.11%-205.6pp | 302.12%-288.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,560 | $2,288-31.8% | $1,790-12.9% | $6,407-75.7% |
| Admin fee / account holder | $4,552 | $2,844+60.1% | $2,495+82.5% | $12,270-62.9% |