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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 | $53,599 | $232,540-77.0% | $185,117-71.0% | $147,586-63.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 12.98% | 43.03%-30.0pp | 40.50%-27.5pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,544 | $5,834-73.5% | $5,045-69.4% | $5,439-71.6% |
| Admin fee / account holder | $6,372 | $10,275-38.0% | $8,159-21.9% | $10,886-41.5% |