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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 | $67,459 | $100,073-32.6% | $85,126-20.8% | $145,877-53.8% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 9.63% | 84.11%-74.5pp | 66.63%-57.0pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,486 | $5,294-71.9% | $4,523-67.2% | $6,691-77.8% |
| Admin fee / account holder | $16,586 | $7,261+128.4% | $6,160+169.2% | $13,402+23.8% |