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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 | $70,125 | $162,821-56.9% | $133,978-47.7% | $158,982-55.9% |
| Participation rate | 36.4% | 83.2%-46.9pp | 79.8%-43.5pp | 82.0%-45.6pp |
| Annual return | 8.97% | 41.95%-33.0pp | 45.10%-36.1pp | 302.99%-294.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,711 | $5,910-20.3% | $5,047-6.7% | $5,983-21.3% |
| Admin fee / account holder | $2,108 | $11,742-82.0% | $8,930-76.4% | $11,252-81.3% |