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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 | $72,252 | $109,372-33.9% | $89,414-19.2% | $158,966-54.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 13.32% | 345.55%-332.2pp | 245.50%-232.2pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,524 | $4,598-66.9% | $3,890-60.8% | $5,983-74.5% |
| Admin fee / account holder | $849 | $6,156-86.2% | $4,883-82.6% | $11,250-92.5% |