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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 | $61,049 | $162,529-62.4% | $130,788-53.3% | $154,746-60.5% |
| Participation rate | 27.3% | 75.9%-48.6pp | 70.1%-42.8pp | 80.7%-53.4pp |
| Annual return | 14.80% | 510.48%-495.7pp | 386.44%-371.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,977 | $4,808-38.1% | $4,137-28.0% | $6,730-55.8% |
| Admin fee / account holder | $2,556 | $7,669-66.7% | $6,673-61.7% | $14,365-82.2% |