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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 | $83,443 | $107,368-22.3% | $92,915-10.2% | $152,909-45.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 27.23% | 145.64%-118.4pp | 109.45%-82.2pp | 345.46%-318.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,511 | $4,848-68.8% | $4,238-64.3% | $5,851-74.2% |
| Admin fee / account holder | $1,800 | $7,082-74.6% | $5,796-68.9% | $11,601-84.5% |