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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 | $71,499 | $111,535-35.9% | $105,223-32.1% | $137,256-47.9% |
| Participation rate | 15.8% | 78.1%-62.3pp | 75.0%-59.3pp | 80.0%-64.2pp |
| Annual return | 17.77% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,973 | $5,500-64.1% | $5,072-61.1% | $6,407-69.2% |
| Admin fee / account holder | $17,539 | $9,721+80.4% | $8,859+98.0% | $12,270+42.9% |