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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 | $68,957 | $106,247-35.1% | $96,515-28.6% | $139,466-50.6% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 24.26% | 38.47%-14.2pp | 35.73%-11.5pp | 373.66%-349.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,064 | $5,456-25.5% | $4,880-16.7% | $6,712-39.4% |
| Admin fee / account holder | $450 | $7,885-94.3% | $6,735-93.3% | $11,409-96.1% |