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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 | $73,421 | $208,088-64.7% | $186,193-60.6% | $154,746-52.6% |
| Participation rate | 38.9% | 80.0%-41.1pp | 77.1%-38.2pp | 80.7%-41.8pp |
| Annual return | 19.22% | 89.97%-70.8pp | 78.03%-58.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,394 | $7,078-80.3% | $6,513-78.6% | $6,730-79.3% |
| Admin fee / account holder | $576 | $11,698-95.1% | $11,058-94.8% | $14,365-96.0% |